The ASSUREDPARTNERS FINANCIAL SERVICES is a publicly held investment adviser that advises $3.88Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ASSUREDPARTNERS FINANCIAL SERVICES is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 3,371.12% over the last 4-years.
The Group has been registered with the SEC for 6.64 years and is comprised of 1 filing and 0 relying advisers. They operate out of 16 office locations with their Headquarters at 4600 W. CYPRESS STREET SUITE 405, TAMPA, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 58 employees comprised of 38 investment and 20 non-investment staff. The total number of Employees increased by 2,800% over the last 5-years.
Their $3.88Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 341 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $1.32Bn or 34.08% of Total Assets and High Net Worth Individuals own $791.57mn or 20.41% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
ASSUREDPARTNERS FINANCIAL SERVICES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.