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ASSUREDPARTNERS INVESTMENT ADVISORS

ASSUREDPARTNERS INVESTMENT ADVISORS, LLC

CRD 309550 · SEC 801-117771

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4600 W. CYPRESS STREET, SUITE 405, TAMPA, FL, 33607, United States

Phone

407-708-0050

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.88B

Discretionary AUM

$3.88B

Team

58 total employees; 38 advisory reps; 226 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees; COMPENSATION RELATED TO REFERRALS

Org form

Limited Liability Company

Filing date

2026-04-29

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsREFERRALS TO UNAFFILIATED INVESTMENT ADVISERS, COLLEGE PLANNING

Client types

TypeClientsAUM
Individuals1437$466.4M
High net worth individuals381$791.6M
Pension/profit sharing plans330$1.32B
Corporations/business entities11$9.3M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD