|
⚲
|
| Keyboard |
| Assured Retirement Financial Group Inc
✚
|
|
|---|---|
| CRD # | 179516 |
| SEC # | 801-129292 |
| CIK # | |
| AUM | 241.0 M (2026-03-29) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 382 | 96.9 |
| (b) Individuals (high net worth individuals) | 159 | 144.1 |
| (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 | 526 | 241.0 |
| By Discretionary | ||
| Discretionary | 526 | 241.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 526 | 241.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 241.0 | |
| Total | 526 | 241.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wealth Management Corporation of America Inc
✚
|
FL | 241.5 M |
|
Constitution Capital LLC
✚
|
CT | 241.3 M |
|
TABR Capital Management LLC
✚
|
CA | 241.2 M |
|
Bland Garvey Wealth Advisors LLC
✚
|
TX | 241.2 M |
|
Barnstone Advisors LLC
✚
|
PA | 241.1 M |
|
Greybull Partners LLC
✚
|
GA | 241.0 M |
|
Bassam Wealth Management LLC
✚
|
FL | 241.0 M |
|
Richmond Brothers Inc
✚
|
MI | 240.6 M |
|
Barker Wealth Management LLC
✚
|
WA | 240.6 M |
|
Forbes Financial Planning Inc
✚
|
RI | 240.5 M |