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PROTECTION POINT ADVISORS
ROSEVILLE, CA
916-367-4540
SEC #801-113898Total AUM
$578.4M
Employees
23Clients
666Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3200 DOUGLAS BLVD
STE. 305
ROSEVILLE
CA 95661
United States
STE. 305
ROSEVILLE
CA 95661
United States
Operating Hours
8:30AM- 4:30PM
Monday - Friday
Monday - Friday
Phone
916-367-4540
Other Offices
1
Financials
Total AUM
$578.4M
Accounts
1,620Discretionary
$558.5M
Accounts
1,533Non-Discretionary
$19.8M
Accounts
87
Clients
Individual Clients
405AUM
$182.8M
HNW Individual Clients
198AUM
$371.2M
Pooled Vehicle Clients
42AUM
$4.5M
Other Clients
21AUM
$19.8M
Description of Other Clients
529 NON DISCRETIONARY, ALTS/REITS, 401K NON DISCRETIONARY
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISERS FEES
Compliance
Disclosures
None reported
State Registrations
AZCAFLMANYORPATXUTVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.