RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
T•• N• H•••••
- A•••••• C•••••• M••••••••• independent RIA currentsince Apr 8, 2022 · Bloomfield Hills, Mi
- A•••••• C•••••• M••••••••• L•• formerApr 26, 2007 to Apr 7, 2022 · Bloomfield Hills, Mi
- R••• B•••••••• • C• L•• formerJan 1, 2003 to May 6, 2013 · Birmingham, Mi
- A•••••• C•••••• M••••••••• L•• to A•••••• C•••••• M•••••••••left Apr 7, 2022, registered Apr 8, 2022 (1 days) · channel change inside one enterprise, not a move · moved with a team
- R••• B•••••••• • C• L•• to A•••••• C•••••• M••••••••• L••left May 6, 2013, registered Apr 26, 2007 (-2202 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address