PROTEGRO, INC.

PROTEGRO, INC. is an SEC-registered investment adviser (CRD 328738). Regulatory assets under management: $4.8M.

Registration

• CRD: 328738
• Type: Registered investment adviser
• Phone: 617-620-2452
• Latest filing: 2026-03-31
• Regulatory AUM: $4.8M
• Discretionary AUM: $4.8M
• Clients: 1
• Accounts: 34

Business model

Compensation: % of AUM, Hourly, Commissions.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328738 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search