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Assuredpartners Investment Advisors CRD 309550
$3.88B regulatory AUM 226 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4600 W. Cypress Street Suite 405, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-10-21 |
Branch Locations
240 South Bridge Street Suite 110, Dewitt, MI 48820 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chesme Capital Management | Dewitt | MI | 01/2005 | 08/2017 |
| Chesme Capital Management Llc | Dewitt | MI | 08/2017 | Present |
| Assuredpartners Investment Advisors | Tampa | FL | 10/2024 | Present |
Chesme Capital Management, registered investment adviser firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-20 |
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