Insurance Advisory Partners LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 314295
- Registered since
- August 19, 2021
- Website
- www.insuranceap.com
Firm profile
FINTRXOverview
Insurance Advisory Partners LLC is organized as a limited liability company and is registered with the SEC as of 2021. Public filings classify the business as an investment bank; ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is not registered as a multi-state adviser and is not designated a pension consultant or related adviser in the available data. The firm has not published details about its client mix, fee schedules, specific advisory services or investment mandates in the source material provided.
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
Randall Dulecki
Chief Operating OfficerCRD 4858543
Contacts
3 of 7
Antonio Ursano
Co-Founder and Managing PartnerCRD 1383248
Charles McErlean
Vice PresidentCRD 5802070
James Walker
AnalystCRD 7712170
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1270 Avenue Of The Americas
- Time zone
- ET (UTC-5)
- Office locations
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