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 an SEC-registered investment adviser formed as an LLC in 2019 that serves both individual/family and institutional clients. The firm acts as a capital allocator and offers a mix of financial planning, portfolio management for individuals and businesses, pension consulting, manager selection, and educational workshops. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Assuredpartners maintains affiliations across the financial services ecosystem, including ties to broker-dealers, insurance companies, accounting firms, and other investment advisers. The firm does not present itself as an active ESG investor.