PROTECTION POINT ADVISORS

1075 Creekside Ridge Drive
Suite 160
Roseville, California 95678
Tel: 916-367-4540

About PROTECTION POINT ADVISORS

PROTECTION POINT ADVISORS, formally registered with the SEC as PROTECTION POINT ADVISORS. The firm was established in 08/27/2018. They have over 3 offices throughout the country.

PROTECTION POINT ADVISORS is a Roseville, California based Financial Planning firm with nearly $464,772,728 assets under management, offering retirement planning & investment advisory services to 1378 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291805
SEC#	801-113898
Assets Managed by Firm	$464,772,728
No. of Clients	1378
No. of Advisors	27

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Other(SELECTION OF OTHER ADVISERS FEES)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1378	$464,772,728
Individuals (other than high net worth individuals)	909	$97,026,937
High net worth individuals	469	$313,659,259
Pension and profit sharing plans	2	$1,546,076
Other investment advisers	5	$2,087,115

Inquire with PROTECTION POINT ADVISORS

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Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$2,936,601,179,276	18358	1331
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$2,406,691,634,676	481	754
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,248,547,388,863	2782	3177
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$782,620,910,160	242041	1007
DODGE & COX 555 California Street, 40th Floor San Francisco, CA, 94104	$322,933,193,102	762	295

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