Assuredpartners Investment Advisors, LLC
● SEC registered since 2019CRD 309550SEC# 801-117771Tampa, FL
Reg. AUM
$3.88B
Employees
55
Accounts
4,276
Location
Tampa, FL
About Assuredpartners Investment Advisors
AssuredPartners Investment Advisors serves individuals, families, and businesses with wealth management and retirement plan advisory. Capabilities include fiduciary support, plan design, investment analysis, participant outcomes, and personal planning across a multi-office footprint.
Summary based on the firm’s website.
Assuredpartners Investment Advisors, LLC assets under management
Assuredpartners Investment Advisors, LLC operates as an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2019. It reports $3.9 billion in regulatory assets under management and employs 55 people.
Assuredpartners Investment Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Arthur Floyd Hazen Control | Chief Executive Officer | Under 5% | 2025 |
| Colleen N/A Keefe Control | Chief Compliance Officer | Under 5% | 2025 |
| Gallagher Risk Management & Insurance Services, Inc. Control | Sole Member | Over 75% | 2019 |
| Stanley K Kinnett Control | Secretary | Under 5% | 2019 |
| Arthur J. Gallagher & Co. Control | Shareholder | Over 75% | 2025 |
Frequently asked questions
How much does Assuredpartners Investment Advisors, LLC manage?
Assuredpartners Investment Advisors, LLC reports $3.9 billion in regulatory assets under management on its Form ADV.
How many employees does Assuredpartners Investment Advisors, LLC have?
Assuredpartners Investment Advisors, LLC reports 55 employees.
Where is Assuredpartners Investment Advisors, LLC located?
Assuredpartners Investment Advisors, LLC is based in Tampa, FL and has been SEC-registered since 2019.
Does Assuredpartners Investment Advisors, LLC disclose fund performance?
Assuredpartners Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4600 W. Cypress Street, Suite 405, Tampa, FL 33607 |
| Phone | 407-708-0050 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.88B▲ 2067%
Jan '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,369 advisers
EmployeesTop 11%
More than 89% of 16,804 advisers
Assets under management
$3.88Bregulatory AUM
Discretionary $3.88B