Protected Investors of America

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Assets, Funds, Holdings

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Protected Investors of America
CRD #6082
SEC #801-10299
CIK #
AUM
Employees 68 (76% Investors, 94% Brokers)
Phone415-398-4363
Address235 Montgomery Street
San Francisco, CA 94104
Source [IAPD] [Website]
Total AUM ($MM)
80064048032016001999200620132021
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(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 2,142 607.9
By Discretionary
Discretionary 1,325 303.1
Non-Discretionary 817 304.8
Total 2,142 607.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 607.9
Total 2,142 607.9
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