Assured Advisory Group, LLC

RIASEC Registered

Total AUM

$87.1M

Discretionary

$80.8M

93% of AUM

Avg account

$278K

Accounts

314

Employees

Advisory reps

Firm details

Headquarters: East Dundee, Illinois
CRD number: 316449
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI46.93%
Individuals45.77%
Pension & Profit Sharing Plans7.29%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Assured Advisory Group, LLC is a privately held limited liability company that provides financial planning and portfolio management for individuals, small businesses, and institutions. The firm serves both individual and family clients as well as institutional clients, and offers educational seminars and workshops as part of its advisory activities. Its fee arrangements include percentage-of-AUM pricing and fixed fees. The firm is not positioned as a capital allocator, does not identify as an ESG-focused adviser, and is not registered as a multi-state or newly formed adviser. The firm maintains industry relationships with a broker-dealer, an accounting firm, and an insurance company, reflecting a mix of referral and service relationships that support its advisory practice. Ownership is listed as individual rather than corporate, and the firm does not act as a pension consultant or a related adviser.