Assurity Wealth Management
Assurity Wealth Management (CRD# 143451) is a financial advisory firm headquartered in Bradenton, FL. They manage $2,800,000 in 51 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts51ACCOUNTS
Average Account Value$54,902
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
David Appleby (CRD# 3259135) is an Investment Advisor Representative working at Assurity Wealth Management in Bradenton, FL and has over 10 years of experience in the finance industry.