ASSUREDPARTNERS INVESTMENT ADVISORS, LLC

ASSUREDPARTNERS INVESTMENT ADVISORS
TAMPA, Florida·3 registered advisors·CRD# 309550
SEC# 801-11777115407-708-0050
01

Firm Overview

AUM
$179M
Regulatory assets under management
Employees
23
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: COMPENSATION RELATED TO REFERRALS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ASSUREDPARTNERS INVESTMENT ADVISORS, LLC

3 registered advisors
Arthur Floyd Hazen
TAMPA, Florida
Jeffrey Milton Mcclure
LAKE MARY, Florida
Justin P. Callaham
TAMPA, Florida
05

Office Locations

TAMPA, Florida
2 advisors
LAKE MARY, Florida
1 advisor

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Data sourced from SEC Form ADV filings. ASSUREDPARTNERS INVESTMENT ADVISORS, LLC (CRD# 309550) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.