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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- AtlasFusion quantum
- Established Date
- 08-01-2021
- Office Locations
- 1
Office Locations
About Assured Advisory Group, LLC
Assured Advisory Group (Assured Concepts) provides holistic wealth management focused on retirement income planning and tax-efficient retirement strategies for retirees and other hardworking households. Services include retirement-focused tax planning and tax services, Medicare planning, and coordination for estate and multigenerational wealth transfer, using its Bucket Plan® framework to segment assets for spending, growth, and protection. Leadership includes an IRS Enrolled Agent and Ed Slott Master Elite IRA Advisor Group member; custody includes Schwab.
Team overview
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Client Personas
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Investment Themes
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Technology
Owner & Executives
DAVID MICHAEL SCHLOSSBERG
President, Senior Partner
- CRD
- #3038857
- Ownership
- 75% or more
STACEY ANNE LECH
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Cole Robert Barkocy
--
- CRD
- #8147682
LAWRENCE PETER STRZELECKI
Investment Advisor
- CRD
- #4711489
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,786,751 | -- |
| Non-Discretionary | $6,356,882 | -- |
| Total | $87,143,633 | -- |
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Separately Managed Accounts
Total SMA Asset: $87,143,633
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $356,441,819 | 31.4% |
| Equity - Exchange | $234,979,161 | 20.7% |
| Other | $239,519,821 | 21.1% |
| Private Funds | $239,519,821 | 21.1% |
| Cash | $64,704,408 | 5.7% |
| Total | $1,135,165,030 | 100.0% |