Be advised. This firm is no longer registered.

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).

Current Firm Details
235 Montgomery Street, Suite 1050, San Francisco, CA 94104
http://www.protectedinvestors.com
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
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
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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