ASSUREDPARTNERS INVESTMENT ADVISORS

RIASEC RegisteredEst. 2019

Total AUM

$3.9B

Discretionary

$3.9B

100% of AUM

Avg account

$907K

Accounts

4,276

Employees

Advisory reps

Firm details

Headquarters: TAMPA, Florida
CRD number: 309550
Registered since: December 10, 2019
Website: www.apadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Pension & Profit Sharing Plans34.08%
State / Municipal Government33.24%
HNWI20.41%
Individuals12.02%
Corporations / Businesses0.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Assuredpartners Investment Advisors is a limited liability company that registered with the SEC in 2019 and operates as a capital allocator for both individuals/families and institutional clients. The firm provides a mix of advisory services including financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, selection of third‑party advisers, and educational seminars and workshops. Fee arrangements include percentage‑of‑AUM billing plus hourly and fixed‑fee options. The firm is not positioned as an active ESG investor and identifies pension consulting among its service lines. Industry relationships noted in filings include broker‑dealer, insurance company, accountant and other investment adviser affiliations.