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EWG ELEVATE INC.

UUID4b5b60d4-2035-5ee0-bee6-597bf67e139d
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:54
Updated2025-10-23 02:23:54

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 291805 291805 1.0
sec_file_number 801-113898 801-113898

Profile

Websitehttps://www.protectionpointadvisors.com/
HQ CityROSEVILLE
HQ StateCA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • PROTECTION POINT ADVISORS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)578,353,657.0
  • RAUM (discretionary)558,538,914.0
  • Actionable assets375,714,322.0
  • Accounts1,620.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM
  • HNW AUM371,189,322.0

As of 2025-03-11 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.