| As of Date | 04/01/2026 |
| Registration | SEC, Approved, 09/10/2018 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 1,876,751,606 -10% |
| of that, discretionary | 1,785,236,224 -6% |
| Number of Employees | 13 -7% |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,263,916 -6% |
| % High Net Worth | 84.52% -1% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASSURANCE DIMENSIONS, LLC | Filing Date09/30/2025 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$83,313,274 | % Position7.00% | $ Change12.00% | # Change-3.00% |
| Stck Ticker874039100 | Stock NameTAIWAN SEMICONDUCTOR MANUFAC | $ Position$80,277,607 | % Position6.00% | $ Change1250.00% | # Change855.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$71,752,373 | % Position6.00% | $ Change736.00% | # Change651.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$64,830,529 | % Position5.00% | $ Change843.00% | # Change728.00% |
| Stck Ticker872540109 | Stock NameTJX COS INC NEW | $ Position$68,753,124 | % Position5.00% | $ Change640.00% | # Change680.00% |
| Stck Ticker92826C839 | Stock NameVISA INC | $ Position$47,282,262 | % Position4.00% | $ Change1329.00% | # Change1159.00% |
| Stck Ticker032654105 | Stock NameANALOG DEVICES INC | $ Position$45,656,677 | % Position4.00% | $ Change465.00% | # Change353.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$49,601,891 | % Position4.00% | $ Change731.00% | # Change626.00% |
| Stck Ticker244199105 | Stock NameDEERE & CO | $ Position$44,250,226 | % Position4.00% | $ Change-20.00% | # Change-29.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$56,358,846 | % Position4.00% | $ Change-23.00% | # Change-24.00% |