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ASSURED ADVISORY GROUP, LLC
CRD 316449
1141 EAST MAIN STREET, SUITE 215, EAST DUNDEE, IL, 60118-2440, United States
Phone
847-426-1077
Fax
888-966-0177
Registration
— (—)
Source
State registered
Total AUM
$87.1M
Discretionary AUM
$80.8M
Team
6 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 69 | $39.9M |
| High net worth individuals | 27 | $40.9M |
| Pension/profit sharing plans | 2 | $6.4M |
All web addresses on file
Official SEC filing: View on IAPD