Protective Investment Advisors Inc. is a large advisory firm based in Birmingham. It manages $950.5 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Alabama.
Protective Investment Advisors provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Protective Investment Advisors Inc. is $950.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Protective Investment Advisors Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Steven Glen Walker is insurance companies with 1 clients and $950.5 million of assets under management. Among the 10 most similar advisory firms, Protective Investment Advisors has the highest percentage of insurance companies out of all clients.
The amount of regulatory assets under management is $950.5 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Protective Investment Advisors doesn't advise any private funds.
The company employs 22 people that are either part- or full-time employees. 73 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Steven Glen Walker has been acting as President since 1 Oct 2005. Limited The Dai Ichi Life Insurance Company joined the executive team most recently as the Sole Shareholder Of Protective Life Corporation.
The principal office where Protective Investment Advisors Inc. performs its advisory services is located at 2801 Highway 280 South, Birmingham, AL 35223, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 205-268-1000 or by fax 205-268-5516. The normal business hours are 8am - 5pm central on Monday - Friday.