Protected Investors Of America is a large advisory firm based in San Francisco. It manages $607.93 million of regulatory assets for 2,142 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alaska, Arizona, California, and 37 other states.
Protected Investors Of America provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Protected Investors Of America is $607.93 million. The firm's AUM has grown by 178% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Protected Investors Of America for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Thomas Armstead has been acting as President since 1 Sep 2011. Tammy Hien Cao joined the executive team most recently as the Finop.
The principal office where Protected Investors Of America performs its advisory services is located at 235 Montgomery Street, San Francisco, CA 94104, which is also the mailing address of the firm. An additional office of the firm is in Walnut Creek, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-398-4363 or by fax 415-398-6789. The normal business hours are 6:30 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at protectedinvestors.com.