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Building 2PROTECTION POINT ADVISORS

Map pinROSEVILLE, CA
Phone916-367-4540
NotebookSEC #801-113898
Total AUM
$578.4M
Employees
23
Clients
666

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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