| As of Date | 09/18/2026 |
| Registration | SEC, Approved, 02/16/2024 |
| ADV Location | SOUTH JORDAN, UT, United States |
| Contact Info | 801 xxxxxxx |
| Websites |
| AUM* | 4,108,276,355 80% |
| of that, discretionary | 3,822,475,406 68% |
| Number of Employees | 95 107% |
| of those in investment advisory functions | 70 192% |
| Private Fund GAV* | 0 |
| Avg Account Size | 229,474 58% |
| % High Net Worth | 17.11% 1000% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASSURANCE DIMENSIONS | Filing Date01/09/2026 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$241,992,236 | % Position4.00% | $ Change-11.00% | # Change-5.00% |
| Stck Ticker78462F103 | Stock NameSTATE STR SPDR S&P 500 ETF T | $ Position$210,082,257 | % Position4.00% | $ Change-9.00% | # Change-13.00% |
| Stck Ticker78464A508 | Stock NameSPDR SERIES TRUST | $ Position$175,446,307 | % Position3.00% | $ Change13.00% | # Change8.00% |
| Stck Ticker78464A409 | Stock NameSPDR SERIES TRUST | $ Position$202,304,551 | % Position3.00% | $ Change9.00% | # Change6.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$151,289,549 | % Position3.00% | $ Change35.00% | # Change8.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$95,313,339 | % Position2.00% | $ Change31.00% | # Change27.00% |
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$89,813,259 | % Position2.00% | $ Change15.00% | # Change11.00% |
| Stck Ticker78463X889 | Stock NameSPDR INDEX SHS FDS | $ Position$91,689,360 | % Position2.00% | $ Change19.00% | # Change14.00% |
| Stck Ticker92206C771 | Stock NameVANGUARD SCOTTSDALE FDS | $ Position$40,159,255 | % Position1.00% | $ Change-3.00% | # Change-2.00% |
| Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$63,572,524 | % Position1.00% | $ Change-7.00% | # Change5.00% |