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ASSURED ADVISORY GROUP, LLC

Advisory

EAST DUNDEE, IL

Data as of Jun 16, 2026 · Source: SEC Form ADV

Rank in IL
#1,044
of 1,719 advisers by AUM
Average account
$278K
across 314 accounts
AUM per adviser
$22M
4 advisers

Source: SEC Form ADV. Figures as filed Jun 16, 2026.

Total AUM
$87M
Discretionary %
92.7%
Clients
98
Employees
6

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$87M
Discretionary AUM$81M
Non-Discretionary AUM$6M
Discretionary %92.7%
Total Clients98
Team
Total Employees6
Investment Advisers4
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

LENITY FINANCIAL, INC.
GENEVA, IL
$87M
CLINE FINANCIAL CONCEPTS, LLC
CHAMPAIGN, IL
$87M
CENTRAL SQUARE MANAGEMENT LLC
NAPERVILLE, IL
$87M
-5.0% 1Y
DIGILOG GLOBAL EQUITY LLC
CHICAGO, IL
$87M
+28.0% 1Y
TRAC ASSET MANAGEMENT LLC
OAK BROOK, IL
$86M
MENTOR FINANCIAL ADVISORY GROUP, LTD.
$88M

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