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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Assured Retirement Financial Group Inc
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|---|---|
| CRD # | 179516 |
| SEC # | 801-129292 |
| CIK # | |
| AUM | $181.8 M (2025-06-09) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 952-657-7470 |
| Address | 4550 W 77th Street Edina, MN 55435 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 240 | 53.6 |
| (b) Individuals (high net worth individuals) | 127 | 128.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 614 | 181.8 |
| By Discretionary | ||
| Discretionary | 614 | 181.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 614 | 181.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 181.8 | |
| Total | 614 | 181.8 |
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|---|---|---|
|
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✚
|
OH | 0.2 |
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TX | 0.2 |
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Keynote Financial Services LLC
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Merkkuri Wealth Advisors LLC
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North American Wealth Advisors Inc
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|
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SC | 0.2 |
|
Pinnacle Wealth Management LLC
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CA | 0.2 |
|
Alexis Investment Partners LLC
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0.2 | |
|
Attentive Investments LLC
✚
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