PROTECTION POINT ADVISORS

3200 Douglas Blvd
Ste. 305
Roseville, California 95661
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 2 offices throughout the country.

PROTECTION POINT ADVISORS is a Roseville, California based Financial Planning firm with nearly $548,304,123 assets under management, offering retirement planning & investment advisory services to 1406 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	$548,304,123
No. of Clients	1406
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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1406	$548,304,123
Individuals (other than high net worth individuals)	355	$290,526,176
High net worth individuals	237	$187,017,450
Pension and profit sharing plans	2	$1,929,104
Other investment advisers	5	$3,088,009

More Retirement Planning firms in Roseville, California:

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	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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