A
$12.9M Total AUM
$12.9M Disc. AUM
-- 3Y CAGR
1 Employees
76 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial · Prudential
- Clients
- Retail and Institutional
- Platforms
- BeaconInsight
- Established Date
- 01-26-2023
- Office Locations
- 2
Office Locations
100 Pierce Road, Suite 100 Itasca CA
1900 S. Norfolk St. STE 350 SAN Mateo CA
About APP
Asset Planning and Protection LLC is a San Mateo, CA registered investment adviser focused on the unique needs of women investors, including first-time investors and business owners. The firm provides wealth management, retirement and estate planning, and risk management, and offers life insurance through licensed agents. Portfolios commonly use ETFs and public funds, with a Schwab client login available.
Team overview
-- AVG AGE
$12.9M AVG AUM / ADVISOR
$169.7K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Premium access reveals conviction themes in alpha foundation.
Open the full profile to inspect shifts in zenith focus.
Unlock to see real insight on crest alpha.
Full visibility includes strategy notes for vector vertex eagle.
Request access to benchmark trends tied to north element.
Upgrade to reveal position-level detail across bridge prime.
Unlock to compare peer behavior around beacon bridge.
Unlock to compare peer behavior around capital peak.
Asset Classes
Beacon Bridge
Client Personas
Element alpha
Custodian
Optima element Focus Peak element Wave horizon Timber atlas Pathway
Investment Themes
Momentum catalyst Prime
Investment Vehicles
Pioneer Summit pathway
Services
Catalyst legacy Eagle Vector fusion Vertex momentum Legacy Crest Pathway
Technology
Ridge Alpha wave
Owner & Executives
M
MIHO HATORI
Chief Compliance Officer, Managing Member
- CRD
- #5263480
- Ownership
- 75% or more
(877) 907-5052
meridian.vector@signalcapital.com
in linkedin.com/in/frontier-pathway
Showing 1 of 1 owners & executives
Unlock allContacts
N
Noboru Muto
--
- CRD
- #6759845
(383) 574-4818
harbor.vital@elementcapital.com
in linkedin.com/in/prime-timber
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,900,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $12,900,000
Public Funds:
9.5% Equity - Exchange:
27.1% U.S. Government/Agency:
11.1% Cash:
52.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $315,579,155 | 9.5% |
| Equity - Exchange | $900,231,063 | 27.1% |
| U.S. Government/Agency | $368,729,329 | 11.1% |
| Cash | $1,737,346,296 | 52.3% |
| Total | $3,321,885,843 | 100.0% |