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ASSUREDPARTNERS INVESTMENT ADVISORS
Tel: 407-708-0050
4600 W. Cypress Street Suite 405
Tampa, Florida 33607
ASSUREDPARTNERS INVESTMENT ADVISORS
ASSUREDPARTNERS INVESTMENT ADVISORS is a Tampa, Florida based financial advisory firm with nearly $179,036,704 in assets under management and provides investment advisory services for 601 clients. There are currently 23 financial advisors at the firm.
General Information
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)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (COMPENSATION RELATED TO REFERRAL
Firm CRD#:
309550
SEC#:
801-117771
No. of Clients:
601
Assets under Management
$179,036,704
No. of Advisors:
23
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