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 an owner-operated limited liability company that provides fee-based financial advice to individuals, families and institutional clients. Its compensation model combines a percentage-of-assets-under-management component with fixed fees. The firm’s advisory services emphasize financial planning, portfolio management for individuals and small businesses as well as for business and institutional clients, and it offers educational seminars and workshops. The firm is not identified as an active ESG investor, is not structured as a multi-state adviser, and does not serve as a pension consultant or capital allocator per the provided data. Industry relationships listed in the filings include affiliations with a broker-dealer, an accounting practice and an insurance company.