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PROTECTION POINT ADVISORS

Tel: 916-367-4540
3200 Douglas Blvd
Ste. 305
Roseville, California  95661

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PROTECTION POINT ADVISORS

PROTECTION POINT ADVISORS is a Roseville, California based financial advisory firm with nearly $548,304,123 in assets under management and provides investment advisory services for 1406 clients. There are currently 27 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (SELECTION OF OTHER ADVISERS FEE

Firm CRD#:

291805

SEC#:

801-113898

No. of Clients:

1406

Assets under Management

$548,304,123

No. of Advisors:

27

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