ASSUREDPARTNERS INVESTMENT ADVISORS, LLC

ASSUREDPARTNERS INVESTMENT ADVISORS
TAMPA, Florida·10 registered advisors·CRD# 309550
SEC# 801-11777115407-708-0050
01

Firm Overview

AUM
$179M
Regulatory assets under management
Employees
23
Total firm employees
Advisors
10
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

10 registered advisors
Andrew William Guille
TAMPA, Florida
Arthur Floyd Hazen
TAMPA, Florida
Jacqueline Mary Le Maitre Ward
TAMPA, Florida
Jeffrey Milton Mcclure
LAKE MARY, Florida
Jimmy Wilson Henderson
LAKE MARY, Florida
Justin P. Callaham
TAMPA, Florida
Paul Andrew Vrendenburg
TAMPA, Florida
Simon Bernard Cresswell
TAMPA, Florida
Stanley K Kinnett
TAMPA, Florida
Thomas Eugene Riley
LAKE MARY, Florida
05

Office Locations

TAMPA, Florida
7 advisors
LAKE MARY, Florida
3 advisors

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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.