| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 08/02/2024 |
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| ADV Location | LAKE MARY, FL, United States |
| Contact Info | 407 xxxxxxx |
| Websites |
| AUM* | 749,321,996 29% |
| of that, discretionary | 749,321,996 29% |
| Number of Employees | 7 -13% |
| of those in investment advisory functions | 6 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 935,483 4% |
| % High Net Worth | 70.24% 2% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- 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 Date10/17/2025 | Form ADV-E View Report |