Assured Retirement Financial Group, Inc.
● SEC registered since 2024CRD 179516SEC# 801-129292Edina, MN
Reg. AUM
$241M
Employees
7
Accounts
526
Location
Edina, MN
Assured Retirement Financial Group, Inc. assets under management
Assured Retirement Financial Group, Inc. is an SEC-registered investment adviser based in Edina, MN. The firm has been registered since 2024. It reports $241 million in regulatory assets under management and employs 7 people.
Assured Retirement Financial Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Vincent Lombardi Oldre Control | President/Cco | Over 75% | 2015 |
Frequently asked questions
How much does Assured Retirement Financial Group, Inc. manage?
Assured Retirement Financial Group, Inc. reports $241 million in regulatory assets under management on its Form ADV.
How many employees does Assured Retirement Financial Group, Inc. have?
Assured Retirement Financial Group, Inc. reports 7 employees.
Where is Assured Retirement Financial Group, Inc. located?
Assured Retirement Financial Group, Inc. is based in Edina, MN and has been SEC-registered since 2024.
Does Assured Retirement Financial Group, Inc. disclose fund performance?
Assured Retirement Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4550 W 77th Street, Suite #380, Edina, MN 55435 |
| Phone | 952-657-7470 |
| Fax | 844-727-7873 |
| Office hours | 8:30 To 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$241M▲ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$241Mregulatory AUM
Discretionary $241M