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Assured Retirement Financial Group, Inc.

● SEC registered since 2024CRD 179516SEC# 801-129292Edina, MN
Export (members)
Reg. AUM
$181.8M
Employees
5
Accounts
614
Location
Edina, MN

Assured Retirement Financial Group, Inc. assets under management

Assured Retirement Financial Group, Inc. is an SEC-registered investment adviser based in Edina, MN. The firm has been registered since 2024. It reports $181.8 million in regulatory assets under management and employs 5 people.
assuredretirementgroup.comView on SEC.gov ↗

Assured Retirement Financial Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Vincent Lombardi Oldre ControlPresident/CcoOver 75%2015

Frequently asked questions

How much does Assured Retirement Financial Group, Inc. manage?

Assured Retirement Financial Group, Inc. reports $181.8 million in regulatory assets under management on its Form ADV.

How many employees does Assured Retirement Financial Group, Inc. have?

Assured Retirement Financial Group, Inc. reports 5 employees.

Where is Assured Retirement Financial Group, Inc. located?

Assured Retirement Financial Group, Inc. is based in Edina, MN and has been SEC-registered since 2024.

Does Assured Retirement Financial Group, Inc. disclose fund performance?

Assured Retirement Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4550 W 77th Street, Suite #380, Edina, MN 55435
Phone952-657-7470
Fax844-727-7873
Office hours8:30 To 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$181.8M
Non-discretionary$0
Total (RAUM)$181.8M