Investment adviser · CRD 6082

PROTECTED INVESTORS OF AMERICA

Investment adviser filing (IA)

SAN FRANCISCO, CA, United States · Form ADV filed Jan 11, 2016

Regulatory AUM
$608M
Form ADV · Item 5.F
Client accounts
2,142
Accounts, not individual clients
Employees
68
Reported in this filing
Advisory professionals
52
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 11, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

235 MONTGOMERY STREET, SUITE 1050
SAN FRANCISCO, CA, 94104, United States

CRD 6082

Filing source

Form ADV 967636 · Jan 11, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.