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| Keyboard |
| Mutual Fund Protection Service
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|---|---|
| CRD # | 115961 |
| SEC # | 801-107321 |
| CIK # | |
| AUM | 90.9 M (2026-05-19) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 303-697-3174 |
| Address | 215 S Wadsworth Blvd Denver, CO 80226 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 80.7 |
| (b) Individuals (high net worth individuals) | 4 | 10.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 194 | 90.9 |
| By Discretionary | ||
| Discretionary | 192 | 90.7 |
| Non-Discretionary | 2 | 0.2 |
| Total | 194 | 90.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 90.9 | |
| Total | 194 | 90.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 1 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Third Sigma Investment Advisors LLC
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|
DE | 98.8 M |
|
Timbuktu Capital Management LLC
✚
|
MA | 98.6 M |
|
Baytrust Wealth Management LLC
✚
|
FL | 97.7 M |
|
Amberlake Partners Sam
✚
|
97.1 M | |
|
Box Financial Advisors LLC
✚
|
TX | 96.9 M |
|
Wise Money Israel Ltd
✚
|
94.9 M | |
|
Buffalo First Wealth Management LLC
✚
|
NY | 91.7 M |
|
Conrad Capital Management Inc
✚
|
NY | 90.7 M |
|
Heritage Grove Wealth Management LLC
✚
|
88.8 M | |
|
Guidance Point Retirement Services LLC
✚
|
ME | 88.2 M |