Assuredpartners Investment Advisors

RIASEC Registered

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 an SEC-registered investment adviser (registered in 2019) operating as a limited liability company. The firm functions as a capital allocator serving both individual/family clients and institutional clients. Its advisory scope spans financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and educational workshops. Fee arrangements include asset-based fees as well as hourly, fixed, and other billing approaches. The firm does not identify as an active ESG investor.