PROTECTED INVESTORS OF AMERICA
CRD #6082 SEC #801-10299 SAN FRANCISCO, CA 415-398-4363
SEC Registered Broker-Dealer
Total AUM
$607.9M
Discretionary
$303.1M
Employees
68
Clients
251
Accounts
2,142
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2016 | $607.9M | $303.1M | $304.8M | 68 | 1,800 |
| Jan 2016 | $607.9M | $303.1M | $304.8M | 68 | 1,800 |
| Oct 2015 | $607.9M | $303.1M | $304.8M | 68 | 1,800 |
| Sep 2015 | $607.9M | $303.1M | $304.8M | 68 | 1,800 |
| Sep 2015 | $493.1M | $48.7M | $444.4M | 72 | 1,800 |
| Aug 2015 | $493.1M | $48.7M | $444.4M | 72 | 1,800 |
| Jan 2015 | $493.1M | $48.7M | $444.4M | 72 | 1,800 |
| Sep 2014 | $493.1M | $48.7M | $444.4M | 72 | 1,800 |
| Mar 2014 | $426.1M | $6.5M | $419.5M | 49 | 500 |
| Feb 2014 | $426.1M | $6.5M | $419.5M | 49 | 500 |
| Jan 2014 | $426.1M | $6.5M | $419.5M | 49 | 500 |
| Sep 2013 | $426.1M | $6.5M | $419.5M | 49 | 500 |
| Jul 2013 | $374.2M | $83.1M | $291.2M | 10 | 500 |
| Jul 2013 | $374.2M | $83.1M | $291.2M | 10 | 500 |
| Feb 2013 | $374.2M | $83.1M | $291.2M | 10 | 500 |
| Feb 2013 | $374.2M | $83.1M | $291.2M | 10 | 500 |
| Nov 2012 | $374.2M | $83.1M | $291.2M | 10 | 500 |
| Sep 2012 | $374.2M | $83.1M | $291.2M | 11 | 500 |
| Jul 2012 | $749.7M | $265.4M | $484.3M | 11 | 500 |
| Mar 2012 | $749.7M | $265.4M | $484.3M | 11 | 500 |
| Aug 2011 | $455.3M | $58.8M | $396.5M | -- | -- |
| Jul 2011 | $455.3M | $58.8M | $396.5M | -- | -- |
| Apr 2011 | $455.3M | $58.8M | $396.5M | -- | -- |
| Sep 2010 | $455.3M | $58.8M | $396.5M | -- | -- |
| Aug 2010 | $277.2M | $7.8M | $269.4M | -- | -- |
| May 2010 | $277.2M | $7.8M | $269.4M | -- | -- |
| Jul 2009 | $312.8M | $28.2M | $284.6M | 10 | -- |
| Apr 2009 | $312.8M | $28.2M | $284.6M | 10 | -- |
| Sep 2008 | $312.8M | $28.2M | $284.6M | 10 | -- |
| Sep 2007 | $523.3M | $10.4M | $512.9M | -- | -- |
| May 2007 | $223.8M | $0 | $223.8M | -- | -- |
| Mar 2007 | $223.8M | $0 | $223.8M | -- | -- |
| Mar 2007 | $223.8M | $0 | $223.8M | -- | -- |
| Jan 2007 | $223.8M | $0 | $223.8M | -- | -- |
| Dec 2006 | $223.8M | $0 | $223.8M | -- | -- |
| Dec 2006 | $223.8M | $0 | $223.8M | -- | -- |
| Nov 2006 | $223.8M | $0 | $223.8M | -- | -- |
| Jan 2006 | $242.1M | $0 | $242.1M | -- | -- |
| Sep 2005 | $242.1M | $0 | $242.1M | -- | -- |
| Dec 2004 | $225.2M | $16.2M | $209M | -- | -- |
| Oct 2001 | $202M | $18.9M | $183.1M | -- | -- |
DateJan 2016
Total AUM$607.9M
Discretionary$303.1M
Non-Disc.$304.8M
Employees68
Clients1,800
DateJan 2016
Total AUM$607.9M
Discretionary$303.1M
Non-Disc.$304.8M
Employees68
Clients1,800
DateOct 2015
Total AUM$607.9M
Discretionary$303.1M
Non-Disc.$304.8M
Employees68
Clients1,800
DateSep 2015
Total AUM$607.9M
Discretionary$303.1M
Non-Disc.$304.8M
Employees68
Clients1,800
DateSep 2015
Total AUM$493.1M
Discretionary$48.7M
Non-Disc.$444.4M
Employees72
Clients1,800
DateAug 2015
Total AUM$493.1M
Discretionary$48.7M
Non-Disc.$444.4M
Employees72
Clients1,800
DateJan 2015
Total AUM$493.1M
Discretionary$48.7M
Non-Disc.$444.4M
Employees72
Clients1,800
DateSep 2014
Total AUM$493.1M
Discretionary$48.7M
Non-Disc.$444.4M
Employees72
Clients1,800
DateMar 2014
Total AUM$426.1M
Discretionary$6.5M
Non-Disc.$419.5M
Employees49
Clients500
DateFeb 2014
Total AUM$426.1M
Discretionary$6.5M
Non-Disc.$419.5M
Employees49
Clients500
DateJan 2014
Total AUM$426.1M
Discretionary$6.5M
Non-Disc.$419.5M
Employees49
Clients500
DateSep 2013
Total AUM$426.1M
Discretionary$6.5M
Non-Disc.$419.5M
Employees49
Clients500
DateJul 2013
Total AUM$374.2M
Discretionary$83.1M
Non-Disc.$291.2M
Employees10
Clients500
DateJul 2013
Total AUM$374.2M
Discretionary$83.1M
Non-Disc.$291.2M
Employees10
Clients500
DateFeb 2013
Total AUM$374.2M
Discretionary$83.1M
Non-Disc.$291.2M
Employees10
Clients500
DateFeb 2013
Total AUM$374.2M
Discretionary$83.1M
Non-Disc.$291.2M
Employees10
Clients500
DateNov 2012
Total AUM$374.2M
Discretionary$83.1M
Non-Disc.$291.2M
Employees10
Clients500
DateSep 2012
Total AUM$374.2M
Discretionary$83.1M
Non-Disc.$291.2M
Employees11
Clients500
DateJul 2012
Total AUM$749.7M
Discretionary$265.4M
Non-Disc.$484.3M
Employees11
Clients500
DateMar 2012
Total AUM$749.7M
Discretionary$265.4M
Non-Disc.$484.3M
Employees11
Clients500
DateAug 2011
Total AUM$455.3M
Discretionary$58.8M
Non-Disc.$396.5M
Employees--
Clients--
DateJul 2011
Total AUM$455.3M
Discretionary$58.8M
Non-Disc.$396.5M
Employees--
Clients--
DateApr 2011
Total AUM$455.3M
Discretionary$58.8M
Non-Disc.$396.5M
Employees--
Clients--
DateSep 2010
Total AUM$455.3M
Discretionary$58.8M
Non-Disc.$396.5M
Employees--
Clients--
DateAug 2010
Total AUM$277.2M
Discretionary$7.8M
Non-Disc.$269.4M
Employees--
Clients--
DateMay 2010
Total AUM$277.2M
Discretionary$7.8M
Non-Disc.$269.4M
Employees--
Clients--
DateJul 2009
Total AUM$312.8M
Discretionary$28.2M
Non-Disc.$284.6M
Employees10
Clients--
DateApr 2009
Total AUM$312.8M
Discretionary$28.2M
Non-Disc.$284.6M
Employees10
Clients--
DateSep 2008
Total AUM$312.8M
Discretionary$28.2M
Non-Disc.$284.6M
Employees10
Clients--
DateSep 2007
Total AUM$523.3M
Discretionary$10.4M
Non-Disc.$512.9M
Employees--
Clients--
DateMay 2007
Total AUM$223.8M
Discretionary$0
Non-Disc.$223.8M
Employees--
Clients--
DateMar 2007
Total AUM$223.8M
Discretionary$0
Non-Disc.$223.8M
Employees--
Clients--
DateMar 2007
Total AUM$223.8M
Discretionary$0
Non-Disc.$223.8M
Employees--
Clients--
DateJan 2007
Total AUM$223.8M
Discretionary$0
Non-Disc.$223.8M
Employees--
Clients--
DateDec 2006
Total AUM$223.8M
Discretionary$0
Non-Disc.$223.8M
Employees--
Clients--
DateDec 2006
Total AUM$223.8M
Discretionary$0
Non-Disc.$223.8M
Employees--
Clients--
DateNov 2006
Total AUM$223.8M
Discretionary$0
Non-Disc.$223.8M
Employees--
Clients--
DateJan 2006
Total AUM$242.1M
Discretionary$0
Non-Disc.$242.1M
Employees--
Clients--
DateSep 2005
Total AUM$242.1M
Discretionary$0
Non-Disc.$242.1M
Employees--
Clients--
DateDec 2004
Total AUM$225.2M
Discretionary$16.2M
Non-Disc.$209M
Employees--
Clients--
DateOct 2001
Total AUM$202M
Discretionary$18.9M
Non-Disc.$183.1M
Employees--
Clients--