Assurity Wealth Management
Assurity Wealth Management (CRD# 143451) is a financial advisory firm headquartered in Bradenton, FL. They manage $3,833,749 in 36 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts36ACCOUNTS
-
Average Account Value$106,493
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, LA
Financial Advisors at Assurity Wealth Management
1
David Appleby (CRD# 3259135) is an Investment Advisor Representative working at Assurity Wealth Management in Bradenton, FL and has over 16 years of experience in the finance industry.
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