ASSUREDPARTNERS INVESTMENT ADVISORS

4600 W. Cypress Street
Suite 405
Tampa, Florida 33607
Tel: 407-708-0050

About ASSUREDPARTNERS INVESTMENT ADVISORS

ASSUREDPARTNERS INVESTMENT ADVISORS, formally registered with the SEC as ASSUREDPARTNERS INVESTMENT ADVISORS. The firm was established in 12/10/2019. They have over 16 offices throughout the country.

ASSUREDPARTNERS INVESTMENT ADVISORS is a Tampa, Florida based Financial Planning firm with nearly $179,036,704 assets under management, offering retirement planning & investment advisory services to 601 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309550
SEC#	801-117771
Assets Managed by Firm	$179,036,704
No. of Clients	601
No. of Advisors	23

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (COMPENSATION RELATED TO REFERRALS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (REFERRALS TO UNAFFILIATED INVESTMENT ADVISERS, COLLEGE PLANNING)

Firm Client Information

	No. of Clients	AUM
Firm Total	601	$179,036,704
Individuals (other than high net worth individuals)	199	$68,217,640
High net worth individuals	56	$110,639,954
Corporations or other businesses	1	$179,110

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CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
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