# PROTECTED INVESTORS OF AMERICA

PROTECTED INVESTORS OF AMERICA of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 6082
- Type: SEC-registered investment adviser
- SEC file number: 801-10299
- Location: 235 MONTGOMERY STREET, SUITE 1050, SAN FRANCISCO, CA, 94104
- Phone: 415-398-4363
- Latest filing: 2016-01-11
- Regulatory AUM: $607.9M
- Discretionary AUM: $303.1M
- Non-discretionary AUM: $304.8M
- Clients: 68
- Accounts: 2,142

## Officers, owners & control persons (31)

_Showing 25 of 31 people._

| Name | Role | Location |
| --- | --- | --- |
| CAMPBELL SUSAN KATHERINE | DIRECTOR; PRESIDENT | — |
| HOESSL DIANE LYNN | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| RIO DONNA MARIE | CFO; CHAIRWOMAN; DIRECTOR (+1 more) | — |
| RUNYEON JAMES EDGAR | DIRECTOR; REGISTERED REP | — |
| BAGG SHELLEY DIANE | CFO; CHAIRMAN; DIRECTOR | — |
| GREALISH JAMES VINCENT | CHAIRMAN EMERITUS | — |
| BUCHFINCK RITA KAY | DIRECTOR; PRESIDENT; PRESIDENT,  CEO (+3 more) | — |
| HALLBERG CAROL ANN | VICE PRESIDENT | — |
| ARMSTEAD JOHN THOMAS | CFO; CFO, DIRECTOR; CHAIRMAN (+4 more) | — |
| CHRISTIANSEN VERLAND MAX | DIRECTOR; SECRETARY | — |
| NASSTROM SHARON SOLOMON | CHAIRMAN; DIRECTOR; DIRECTOR/SECRETARY (+2 more) | — |
| DREIZLER ROBERT LAURIE | CHAIRMAN; DIRECTOR; TRUSTEE OF DREIZLER FAMILY TRUST | — |
| RUBEY CHARLES CHESTERS | DIRECTOR; DIRECTOR/SECRETARY; DIRECTOR/TREASURER | — |
| JOHNSON LYNDA ANN | CHIEF COMPLIANCE OFFICER | — |
| MILLER RAMON JOSE | DIRECTOR | — |
| SMITH BRUCE JOHN | CHIEF COMPLIANCE OFFICER | — |
| ROBERTSON NANCY LAURA | DIRECTOR; DIRECTOR/SECRETARY | — |
| HERSHEY SALLY ANN | DIRECTOR; DIRECTOR/SECRETARY | — |
| FORD IRVING MARTYN | DIRECTOR; DIRECTOR/TREASURER; DIRECTOR/TREASURER/SECRETARY (+1 more) | — |
| DREIZLER SONYA BROOKE | CHIEF OPERATING OFFICER, FINOP; PRESIDENT / CEO; PRESIDENT / CEO / FINOP (+2 more) | — |
| AGUADA-HALLBERG CAROL A | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & FINOP; FINANCIAL & OPERATIONS PRINCIPAL | — |
| STECKLOW LEONARD JEFFREY | PRESIDENT/CEO | — |
| KEELER GEORGENE TREADWELL | DIRECTOR | — |
| SIMS DWIGHT JOHNSTON | SENIOR VICE PRESIDENT | — |
| WITHEE JUDY LEE | REGISTERED REP | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/6082/brochure
- Similar advisers: https://search.stillhousedata.com/firm/6082/similar
- Related entities: https://search.stillhousedata.com/firm/6082/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/6082

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.