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| Happy Holidays!! thanks for using AUM13F!! |
| AssuredPartners Investment Advisors LLC
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| CRD # | 309550 |
| SEC # | 801-117771 |
| CIK # | 0002055492 |
| AUM | $3.3 B (2025-06-05) |
| Employees | 69 (67% Investors, 42% Brokers) |
| Phone | 407-708-0050 |
| Address | 4600 W Cypress Street Tampa, FL 33607 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 11.4 | ||
| Nvidia Corp | 9.5 | ||
| Alphabet Inc | 7.7 | ||
| J P Morgan Chase & Co | 7.5 | ||
| iShares Comex Gold Trust | 7.4 | ||
| Apple Inc | 6.3 | ||
| Tesla Motors Inc | 5.7 | ||
| Cisco Systems Inc | 5.6 | ||
| Bank of America Corp /DE/ | 5.1 | ||
| Exxon Mobil Corp | 5.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,205 | 0.4 |
| (b) Individuals (high net worth individuals) | 420 | 0.8 |
| (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 | 314 | 1.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 1.2 |
| (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 | 6 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,759 | 3.3 |
| By Discretionary | ||
| Discretionary | 3,759 | 3.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,759 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 3,759 | 3.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055492] |
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|---|---|---|
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CA | 3.4 |
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Cumberland Advisors Inc
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FL | 3.3 |
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Howland Capital Management LLC
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MA | 3.3 |
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Corecap Advisors LLC
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MI | 3.2 |
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IMA Advisory Services Inc
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CO | 3.2 |
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Arete Wealth Advisors LLC
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|
Wealth Management Nebraska LLC
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NE | 3.1 |
|
St Germain Investment Management Inc
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|
MA | 3.1 |
|
Donaldson Capital Management LLC
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|
IN | 3.1 |
|
FAS Wealth Partners Inc
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KS | 3.1 |