Assets Under Management
$3.3B
Number of Clients
1,945
Number of Advisors
42
Average Client AUM
$1.7M
AUM per Advisor
$77.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
AssuredPartners Investment Advisors (APIA) offers personalized portfolio management, financial planning, and consulting services. Portfolio management can be discretionary or non-discretionary. Financial planning includes investment, estate, retirement, and college planning. APIA also provides advisory services to employee benefit plans and educational workshops.
4600 W. Cypress Street, Suite 405, Tampa, FL, 33607