| Name | Title | Ownership | Since |
|---|---|---|---|
| Arthur Floyd Hazen Control | Chief Operating Officer | Under 5% | 2024 |
| Assuredpartners Capital, Inc. Control | Sole Member | Over 75% | 2019 |
| Colleen N/A Keefe Control | Chief Compliance Officer | Under 5% | 2025 |
Assuredpartners Investment Advisors, LLC reports $3.3 billion in regulatory assets under management on its Form ADV.
Assuredpartners Investment Advisors, LLC reports 69 employees.
Assuredpartners Investment Advisors, LLC is based in Tampa, FL and has been SEC-registered since 2019.
Assuredpartners Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4600 W. Cypress Street, Suite 405, Tampa, FL 33607 |
| Phone | 407-708-0050 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $3.25B |
| Non-discretionary | $0 |
| Total (RAUM) | $3.25B |