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ASSUREDPARTNERS INVESTMENT ADVISORS
TAMPA, FL
407-708-0050
SEC #801-117771Total AUM
$3.9B
Employees
58Clients
2,161Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4600 W. CYPRESS STREET
SUITE 405
TAMPA
FL 33607
United States
SUITE 405
TAMPA
FL 33607
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
BY APPOINTMENT
BY APPOINTMENT
Phone
407-708-0050
Other Offices
17
Financials
Total AUM
$3.9B
Accounts
4,276Discretionary
$3.9B
Accounts
4,276Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,437AUM
$466.4M
HNW Individual Clients
381AUM
$791.6M
Pension/Profit Sharing Plan Clients
330AUM
$1.3B
Charitable Organization Clients
1AUM
$406.5K
Government Entity Clients
1AUM
$1.3B
Corporation or Business Clients
11AUM
$9.3M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
REFERRALS TO UNAFFILIATED INVESTMENT ADVISERS, COLLEGE PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
COMPENSATION RELATED TO REFERRALS
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.