PROTECTED INVESTORS OF AMERICA

SAN FRANCISCO, California·15 registered advisors·CRD# 6082
SEC# 801-10299415-398-4363
01

Firm Overview

AUM
$608M
Regulatory assets under management
Employees
68
Total firm employees
Advisors
15
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PROTECTED INVESTORS OF AMERICA

15 registered advisors
Charles Chesters Rubey
SAN FRANCISCO, California
David Howard Kobe
SAN FRANCISCO, California
Irving Martyn Ford
SAN FRANCISCO, California
James Vincent Grealish
SAN FRANCISCO, California
John Thomas Armstead
SAN FRANCISCO, California
Leonard Jeffrey Stecklow
SAN FRANCISCO, California
Lisa Denise Tuemmler
SAN FRANCISCO, California
Michael J Calvelli
SAN FRANCISCO, California
Nancy Laura Robertson
SAN FRANCISCO, California
Rita Kay Buchfinck
SAN FRANCISCO, California
Robert Laurie Dreizler
SAN FRANCISCO, California
Sally Ann Hershey
SAN FRANCISCO, California
Sharon Solomon Nasstrom
SAN FRANCISCO, California
Sonya Brooke Dreizler
SAN FRANCISCO, California
Tammy Hien Cao
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
15 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. PROTECTED INVESTORS OF AMERICA (CRD# 6082) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.