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| AssuredPartners Investment Advisors LLC
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|---|---|
| CRD # | 309550 |
| SEC # | 801-117771 |
| CIK # | 0002055492 |
| AUM | 3,878.8 M (2026-04-29) |
| Employees | 58 (66% Investors, 41% Brokers) |
| Phone | 407-708-0050 |
| Address | 4600 W Cypress Street Tampa, FL 33607 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002055492 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 21.2 | ||
| Alphabet Inc | 19.7 | ||
| Nvidia Corp | 17.1 | ||
| Microsoft Corp | 16.4 | ||
| J P Morgan Chase & Co | 11.9 | ||
| Harris Corp /DE/ | 11.4 | ||
| Micron Technology Inc | 10.2 | ||
| Amazon Com Inc | 8.8 | ||
| Cisco Systems Inc | 8.4 | ||
| Broadcom Inc | 7.6 | ||
| Bank of America Corp /DE/ | 7.2 | ||
| Tesla Motors Inc | 7.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,437 | 0.5 |
| (b) Individuals (high net worth individuals) | 381 | 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 | 330 | 1.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 1.3 |
| (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 | 11 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,276 | 3.9 |
| By Discretionary | ||
| Discretionary | 4,276 | 3.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,276 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.9 | |
| Total | 4,276 | 3.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002055492] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 226 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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