Full text of ASSUREDPARTNERS FINANCIAL SERVICES, LLC's X-17A-5 filed 2025-04-18 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ # ASSUREDPARTNERS FINANCIAL SERVICES, LLC Financial Statements *Year ended December 31, 2024* {1}------------------------------------------------ {2}------------------------------------------------ | Justin Callaham | swear (or affirm) that, to the best of my knowledge and belief, the | |------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------| | tinancial report pertaining to the firm of AssuredPartners Financial Services, LLC | as of | | 12/31 | 2 024 is true and correct. I further swear (or affirm) that neither the company nor any | | as that of a customer. | partner, officer, director, or equivalent person, as the case may be, has any proprietany interest in any account classified solely | | | MELISSA MAY SIMS<br>Signature:<br>Notary Public - State of Florida<br>Commission # HH 635057<br>My Comm. Expires Mar 20, 2029<br>Title: | - - - - - - - - - - - - - - - - - - - - - - - - - - - {3}------------------------------------------------ # AssuredPartners Financial Services, LLC #### Table of Contents | | Page(s) | |---------------------------------------------------------------------------------------------------------------------------|---------| | Report of Independent Registered Public Accounting Firm | 1 - 2 | | Financial Statements: | | | Statement of Financial Condition | 3 | | Statement of Income | 4 | | Statement of Changes in Member's Equity | 5 | | Statement of Cash Flows | 6 | | Notes to Financial Statements | 7 - 10 | | Supplemental Information: | | | Computation of Net Capital Under Rule 15c3-1<br>of the Securities and Exchange Commission | 12 | | Computation for Determination of Reserve Requirements<br>Under Rule 15c3-3 of the Securities and Exchange Commission | 13 | | Information Relating to Possession or Control Requirements<br>Under Rule 15c3-3 of the Securities and Exchange Commission | 14 | | Exemption Report | 15 | | Report of Independent Registered Public Accounting Firm<br>Exemption Report Review | 16 - 17 | | Report of Independent Registered Public Accounting Firm<br>Applying Agreed Upon Procedures | 18 - 19 | {4}------------------------------------------------  # Report of Independent Registered Public Accounting Firm To the Board of Managers of AssuredPartners Financial Services, LLC #### *…Read the full text as markdown