Assuredpartners Financial Services

Overview

Assuredpartners Financial Services is organized as a limited liability company and is registered with the SEC as of 2020. Public records classify the firm as an insurance broker-dealer rather than a traditional registered investment adviser or capital allocator. Ownership is listed as domestic entity/individual. The firm's regulatory snapshot indicates it does not present itself as a multi-state adviser, a pension consultant, or a related adviser, and it is not identified as an active ESG investor. Specific descriptions of advisory services, fee schedules, or target client segments were not provided in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices