Protection Point Advisors

Protection Point Advisors (CRD# 291805) is a financial advisory firm headquartered in Roseville, CA. They manage $548,304,123 in 1,406 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
3200 Douglas Blvd, Ste. 305, Roseville, CA 95661
https://www.protectionpointadvisors.com/
By the Numbers
  • Total Assets Under Management
    548
    MILLION
  • Total Number of Accounts
    1,406
    ACCOUNTS
  • Average Account Value
    $389,974
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, MA, NY, OR, PA, TX, UT, VA

Financial Advisors at Protection Point Advisors
Showing 11 - 17 of 17 top financial advisors.
11
Michael Markiewicz, financial advisor New York NY
Michael Markiewicz
CRD#: 1191235
2 Wall St, 10th Fl, New York, NY 10011

Michael Markiewicz (CRD# 1191235) is an Investment Advisor Representative working at Protection Point Advisors in New York, NY and has over 26 years of experience in the finance industry.

12
Marco Navarro, financial advisor Seal Beach CA
Marco Navarro
CRD#: 7403571
Seal Beach, CA

Marco Navarro (CRD# 7403571) is an Investment Advisor Representative working at Protection Point Advisors in Seal Beach, CA and has 1 year of experience in the finance industry.

13
Nathan Salimi, financial advisor Roseville CA
Nathan Salimi
CRD#: 7834694
3200 Douglas Blvd, Ste. 305, Roseville, CA 95661

Nathan Salimi (CRD# 7834694) is an Investment Advisor Representative working at Protection Point Advisors in Roseville, CA and has 1 year of experience in the finance industry.

14
Patrick Salimi, financial advisor Roseville CA
Patrick Salimi
CRD#: 7116061
3200 Douglas Blvd, Ste. 305, Roseville, CA 95661

Patrick Salimi (CRD# 7116061) is an Investment Advisor Representative working at Protection Point Advisors in Roseville, CA and has over 4 years of experience in the finance industry.

15
Ari Sommer, financial advisor Winchester VA
Ari Sommer
CRD#: 7363346
21 S Loudoun St., Winchester, VA 22601

Ari Sommer (CRD# 7363346) is an Investment Advisor Representative working at Protection Point Advisors in Winchester, VA and has over 2 years of experience in the finance industry.

16
George Thornock, financial advisor West Sacramento CA
George Thornock
CRD#: 7345123
1111 Exposition Blvd. Building 100, West Sacramento, CA 95815

George Thornock (CRD# 7345123) is an Investment Advisor Representative working at Protection Point Advisors in West Sacramento, CA and has 1 year of experience in the finance industry.

17
Michael Welker, financial advisor Riverton UT
Michael J. Welker
CRD#: 4139776
13031 S Temple Dr Riverton, Riverton, UT 84065

Michael Welker (CRD# 4139776) is an Investment Advisor Representative working at Protection Point Advisors in Riverton, UT and has over 24 years of experience in the finance industry.

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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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