What is Protected Investors of America's NAICS code?

Protected Investors of America's NAICS code is 52 (Finance and Insurance).

Insights

Strategic Growth Target Private investment focus with mid-sized advisory team and revenue in the tens of millions suggests a target for high-net-worth individual and family offices seeking scalable wealth management, estate planning, and asset protection services.

Qualified Expertise A team of CFPs, CFAs, licensed FINRA professionals, and SEC registrations signals credibility for selling advanced financial planning, fiduciary-led advisory, and customized risk-managed portfolios to clients requiring sophisticated guidance.

Tech-enabled Service Adoption of modern web and data tools (Squarespace, JSON-LD, Stimulus, Smarsh) indicates readiness for digital client onboarding, secure communications, and transparent performance reporting to attract tech-savvy clients.

Market Positioning Revenue scale and peers in the financial services space position PIAs as a mid-market player, offering opportunities to partner with custodian platforms, risk analytics providers, and compliance-forward fintech integrations.

Growth and Outreach Notable leadership hire in 2020 and ongoing executive-level outreach suggest opportunities for targeted business development initiatives around wealth retention, family office services, and expanded advisory capabilities.

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Protected Investors of America Tech Stack

Protected Investors of America uses 8 technology products and services including Smarsh, Open Graph, Squarespace, and more. Explore Protected Investors of America's tech stack below.

Smarsh
Archiving
Open Graph
Content Management System
Squarespace
Content Management System
Squarespace Commerce
E-commerce
JSON-LD
Javascript Frameworks
Stimulus
Javascript Frameworks
Modernizr
Javascript Libraries
X-Content-Type-Options
Web & Portal Technology

Media & News

Protected Investors of America, Inc. hires Laurent Valosek as Executive Director
CWAE’s Executive Director Laurent Valosek will join Protected Investors of America, Inc. for this special presentation.
Jan 21, 2020 | www.protectedinvestors.com

Protected Investors of America's Email Address Formats

Protected Investors of America uses at least 3 email formats:

Protected Investors of America Email Formats	Example	Percentage
FLast@protectedinvestors.com	JDoe@protectedinvestors.com	93%
First@protectedinvestors.com	John@protectedinvestors.com	5%
FirstLast@protectedinvestors.com	JohnDoe@protectedinvestors.com	2%

Frequently Asked Questions

What is Protected Investors of America's phone number?

You can contact Protected Investors of America's main corporate office by phone at

+1-415-775-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Protected Investors of America's official website and social media links?

Protected Investors of America's official website is protectedinvestors.com and has social profiles on LinkedIn.

How much revenue does Protected Investors of America generate?

As of September 2026, Protected Investors of America's annual revenue is estimated to be $25M - $50M.

What is Protected Investors of America's SIC code and NAICS code?

Protected Investors of America's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Protected Investors of America have currently?

As of September 2026, Protected Investors of America has approximately 25 employees across 1 continents, including North America. Key team members include Partner: B. A., Owner: C. N. and Manager: M. O. Explore Protected Investors of America's employee directory with LeadIQ.

What industry does Protected Investors of America belong to?

Protected Investors of America operates in the Financial Services industry.

What technology does Protected Investors of America use?

Protected Investors of America's tech stack includes Smarsh, Open Graph, Squarespace, Squarespace Commerce, JSON-LD, Stimulus, Modernizr and X-Content-Type-Options.

What is Protected Investors of America's email format?

Protected Investors of America's email format typically follows the pattern of FLast@protectedinvestors.com. Find more Protected Investors of America email formats with LeadIQ.

When was Protected Investors of America founded?

Protected Investors of America was founded in 1934.

Protected Investors of America

Q: What technology does Protected Investors of America use?

Protected Investors of America's tech stack includes Sitelinks Search Box, Squarespace, Modernizr, X-Content-Type-Options, JSON-LD.

Financial ServicesCalifornia, United States11-50 Employees

Protected Investors of America is a financial services firm based in Santa Rosa, California. Its advisory team includes Certified Financial Planner professionals, CFAs, financial advisors, and asset managers who are licensed with FINRA and registered with the SEC. They provide portfolio consultation, planning, personalized solutions, and asset management to address clients' evolving financial needs, with an emphasis on cost awareness and quality of return on investment. The firm’s stated mission is to help clients preserve wealth, build prosperity, and secure their financial future. In January 2020, Protected Investors of America announced the appointment of Laurent Valosek as Executive Director.