|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| AssuredPartners Investment Advisors LLC
✚
|
|
|---|---|
| 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) |
|---|
| CIK | Period |
|---|---|
| 0002055492 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 11.4 | ||
| Nvidia Corp | 9.5 | ||
| Alphabet Inc | 7.7 | ||
| J P Morgan Chase & Co | 7.5 | ||
| iShares Comex Gold Trust | 7.4 | ||
| Apple Inc | 6.3 | ||
| Tesla Motors Inc | 5.7 | ||
| Cisco Systems Inc | 5.6 | ||
| Bank of America Corp /DE/ | 5.1 | ||
| Exxon Mobil Corp | 5.0 | ||
| Vistra Energy Corp | 5.0 | ||
| Broadcom Inc | 4.9 | ||
| American Express Co | 4.7 | ||
| Harris Corp /DE/ | 4.6 | ||
| Honeywell International Inc | 4.2 | ||
| Micron Technology Inc | 4.0 | ||
| Caseys General Stores Inc | 3.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Team Hewins LLC
✚
|
CA | 3.4 |
|
Cumberland Advisors Inc
✚
|
FL | 3.3 |
|
Howland Capital Management LLC
✚
|
MA | 3.3 |
|
Corecap Advisors LLC
✚
|
MI | 3.2 |
|
IMA Advisory Services Inc
✚
|
CO | 3.2 |
|
Arete Wealth Advisors LLC
✚
|
IL | 3.2 |
|
Wealth Management Nebraska LLC
✚
|
NE | 3.1 |
|
St Germain Investment Management Inc
✚
|
MA | 3.1 |
|
Donaldson Capital Management LLC
✚
|
IN | 3.1 |
|
FAS Wealth Partners Inc
✚
|
KS | 3.1 |