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Sharon Solomon Nasstrom

PROTECTED INVESTORS OF AMERICA·SAN FRANCISCO, California
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235 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 2898387Firm CRD# 6082
01

About

Sharon Solomon Nasstrom is a registered financial advisor based in SAN FRANCISCO, California, affiliated with PROTECTED INVESTORS OF AMERICA. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PROTECTED INVESTORS OF AMERICA
PROTECTED INVESTORS OF AMERICA
AUM
$608M
Regulatory assets under management
Employees
68
Total firm employees
View all advisors at PROTECTED INVESTORS OF AMERICA →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2898387
Firm CRD# 6082
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sharon Solomon Nasstrom offer?
Sharon Solomon Nasstrom specializes in Financial Planning, Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Sharon Solomon Nasstrom's credentials?
Sharon Solomon Nasstrom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sharon Solomon Nasstrom located?
Sharon Solomon Nasstrom is based in SAN FRANCISCO, California, working with PROTECTED INVESTORS OF AMERICA. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Sharon Solomon Nasstrom charge for services?
Sharon Solomon Nasstrom's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROTECTED INVESTORS OF AMERICA?
PROTECTED INVESTORS OF AMERICA has approximately 68 employees and manages $608M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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