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I••• A•••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

I••• A•••••••• L••

CRD 284560

TROY, MI

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Search this name across graphsid dfx:ria:1b016eec-8871-a4a1-b9bb-87090539dd51

Data as of Jul 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 2
On other graphs: 0
Observed: Sep 9, 2016 to Jul 21, 2026
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-07-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $999M
Private client RAUM: $1.0BderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
C••••••••• A••••• F•••••	Chartered Financial Analyst	Lake Forest, IL \| TROY, MI	9	31	5	no
P••• E••••• H•••••	Certified Financial Planner	TROY, MI \| Troy, MI	9	28

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
F••••• F•••••••• P•••••••• I••	MANAGING MEMBER	C	yes	09/2016	Jul 21, 2026	Jul 21, 2026
F•••••• C••••••••• A•••••	CHIEF COMPLIANCE OFFICER	Na	yes	09/2016	Jul 21, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
LAKE FOREST	IL	United States	6	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$872M	22.1%	$641M	18.4%	27	23	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
S•••• H••••• A•••••••• I•••	2	Aug 10, 2017	Oct 4, 2016	TROY, MI	Team lift out	Other	100.0%

Relationships

Registered with (12)

← T•••• D•••• D•••••••Advisorregistration: current employment
Apr 27, 2025 to presentfactForm ADV
← M••••••• C•••••Advisorregistration: current employment
Jul 4, 2024 to presentfactForm ADV
← J•••• M•••••• M••••••Advisorregistration: current employment
Feb 20, 2024 to presentfactForm ADV
← J••• J••••• W•••

Dated events

Occurred
Mar 10, 2020
Regulatory AUM changed
I••• A•••••••• L•• reported RAUM $455.6M, up 32% from $344.3M (2020-01-03 to 2020-03-10)
Form ADVobserved 6 days ago
$111M
Occurred
Sep 9, 2016
First Form ADV filing
Bridge Tower, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1b016eec-8871-a4a1-b9bb-87090539dd51
First observed: Sep 9, 2016
Last observed: Jul 21, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.