Protected Investors of America Inc.
Year founded: 1934
Year end: June 30
For More Information
| CEO | Sonya Driezler Schinske | |
| Recruiting Contact | Sonya Dreizler Schinske (415) 398-4363 ext. 5966 | |
| Compliance Contact | Heidi Johnson (415) 398-4363 ext. 5968 | |
| Marketing Contact | Sonya Dreizler Schinske (415) 398-4363 ext. 5966 | |
| Technology Operations Contact | Newton Wen (415) 398-4363 ext. 5950 | |
Technology
| Social Media & Mobile | |||
| Allows advisers to use social media | Y | ||
| Social media sites allowed | LinkedIn | ||
| Dedicated mobile application for advisers? | N | ||
| Primary purpose of mobile application | — | ||
| Software Offered | |||
| Account aggregation software | ByAllAccounts Inc. Morningstar Office |
||
| Compliance software | Nexus | ||
| CRM | — | ||
| Document management | — | ||
| Financial planning | MoneyGuidePro (PIEtech Inc.) Morningstar Advisor Workstation (Morningstar Inc.) Silver Financial Planner/Silver Online (Money Tree Software Inc.) TOTAL Planning Suite (Money Tree Software Inc.) |
||
| Portfolio management | — | ||
| Portfolio rebalancing | Fidelity Wealth Central (Fidelity Institutional Wealth Services) Schwab Portfolio Rebalancer (Schwab Advisor Services) |
||
| Robo-advice | |||
| Offers robo-advisory platform? | N | ||
| If not, when plans to offer a robo-platform | We do not plan on offering robo-advisory services | ||
| Robo-advice services offered | — | ||
| How robo-platform developed | — | ||
| Charge for robo-advisory services? | — | ||
- Notes
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.
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