Assuredpartners Financial Services
Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 304454
- Registered since
- January 31, 2020
- Website
- www.assuredpartners.com
Firm profile
FINTRXOverview
Assuredpartners Financial Services is organized as a limited liability company that operates as an insurance broker-dealer. Ownership is listed as a combination of a domestic entity and an individual. The firm does not act as a capital allocator and is not identified as an active ESG investor. It is not classified as a multistate adviser, a pension consultant, a related adviser, or a newly formed adviser.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Primary office
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 4600 W Cypress St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Pei Global Partners LLC
Broker-DealerTampa, FL
AUM —REPS 48
J.W. Cole Financial, Inc.
Broker-DealerTampa, FL
AUM —REPS 553
CEA Atlantic Advisors, LLC
Broker-DealerTampa, FL
AUM —REPS 8
IFP Securities, LLC
Broker-DealerTampa, FL
AUM —REPS 284
Prometheus Financial, LLC
Broker-DealerTampa, FL
AUM —REPS 4
Stillpoint Capital, LLC
Broker-DealerTampa, FL
AUM —REPS 87