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Building 2PROTECTED INVESTORS OF AMERICA

Map pinSAN FRANCISCO, CA
Phone415-398-4363
NotebookSEC #801-10299
Total AUM
$607.9M
Employees
68
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
235 MONTGOMERY STREET
SUITE 1050
SAN FRANCISCO
CA 94104
United States
Operating Hours
6:30 AM - 4:00 PM
Monday - Friday
Phone
415-398-4363

ReceiptFinancials

Total AUM
$607.9M
Accounts
2,142
Discretionary
$303.1M
Accounts
1,325
Non-Discretionary
$304.8M
Accounts
817

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
AKAZCACOCTDCDEFLGAHIIAIDILINKSLAMAMDMEMIMNMOMTNCNENHNJNMNVOHOKORPASCTXUTVAVTWAWI

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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