Protected Investors Of America

Protected Investors Of America (CRD# 6082) is a financial advisory firm headquartered in San Francisco, CA. They manage $607,933,625 in 2,142 accounts and serve the financial needs of clients across 40 states (or territories).

By the Numbers
  • Total Assets Under Management
    608
    MILLION
  • Total Number of Accounts
    2,142
    ACCOUNTS
  • Average Account Value
    $283,816
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, OH, OK, OR, PA, SC, TX, UT, VA, VT, WA, WI

Financial Advisors at Protected Investors Of America
Showing 1 - 6 of 6 top financial advisors.
1
Sonya B. Dreizler
CRD#: 4754721
235 Montgomery St. #1050, San Francisco, CA 94104
96
Wealthminder
score

Sonya Dreizler (CRD# 4754721) is an Investment Advisor Representative working at Protected Investors Of America in San Francisco, CA and has over 10 years of experience in the finance industry. Sonya Dreizler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Sarah Green
CRD#: 5487899
Richmond, CA
96
Wealthminder
score

Sarah Green (CRD# 5487899) is an Investment Advisor Representative working at Protected Investors Of America in Richmond, CA and has over 12 years of experience in the finance industry. Sarah Green has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Heidi A. Johnson
CRD#: 2443764
235 Montgomery St. #1050, San Francisco, CA 94104
93
Wealthminder
score

Heidi Johnson (CRD# 2443764) is an Investment Advisor Representative working at Protected Investors Of America in San Francisco, CA and has over 22 years of experience in the finance industry.

4
Catherine L. Woodman
CRD#: 4268744
235 Montgomery Street, Suite 1050, San Francisco, CA 94104
93
Wealthminder
score

Catherine Woodman (CRD# 4268744) is an Investment Advisor Representative working at Protected Investors Of America in San Francisco, CA and has over 16 years of experience in the finance industry.

5
Antone S. Bulich
CRD#: 5943583
1101 College Avenue, Suite 220, Santa Rosa, CA 95404
90
Wealthminder
score

Antone Bulich (CRD# 5943583) is an Investment Advisor Representative working at Protected Investors Of America in Santa Rosa, CA and has over 3 years of experience in the finance industry.

6
Allan W. Moskowitz
CRD#: 2103510
6317 Fairmount Avenue, El Cerrito, CA 94530
83
Wealthminder
score

Allan Moskowitz (CRD# 2103510) is fee-only Investment Advisor Representative working at Affirmative Wealth Management in El Cerrito, CA and has over 25 years of experience in the finance industry. Allan Moskowitz has been a Certified Financial Planner (CFP®) since 1992. CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Fiduciary Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.  

 

Website:  www.investingwithheart.com

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