Assuredpartners Financial Services
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 and registered as an SEC investment adviser in 2020. The firm's ownership is listed as a combination of a domestic entity and an individual. FINTRX classifies the firm as unclassified and indicates it does not operate as a capital allocator, does not identify as an active ESG investor, and is not listed as a pension consultant or related adviser.
Assets & Accounts
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
Owners & executives
1 of 1
Stanley Kinnett
Chief Legal OfficerCRD 4668411
Contacts
3 of 3Patrick Amaya
Vice PresidentCRD 4519000
Dante Bartoletti
Securities Compliance ConsultantCRD 4541866
Jimmy Wilson Henderson
Executive ChairmanCRD 7049388
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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