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••• R••••••• M•••
- G•••••••• F•••••••• G••••• L•• independent RIA currentsince Jan 2, 2025 · Bloomfield Hills, Mi
- P•••••• G•••••••• A••••••• G••••• L•• formerSep 18, 2020 to Feb 5, 2021 · Bloomfield Hills, Mi
- P•••••• G•••••••• A••••••• G••••• L•• formerFeb 24, 2017 to Sep 9, 2020 · Troy, Mi
- P•••••• W••••• A••••••• G•••• formerDec 3, 2015 to Aug 6, 2020 · Troy, Mi
- P•••••• G•••••••• A••••••• G••••• L•• formerDec 11, 2014 to Dec 31, 2016 · Troy, Mi
- G•••••••• F•••••••• G••••• I••• formerMar 30, 2005 to Feb 20, 2017 · Troy, Mi
- P•••••• G•••••••• A••••••• G••••• L•• to G•••••••• F•••••••• G••••• L••left Feb 5, 2021, registered Jan 2, 2025 (1427 days) · Other · moved with a team
- P•••••• W••••• A••••••• G•••• to P•••••• G•••••••• A••••••• G••••• L••left Aug 6, 2020, registered Feb 24, 2017 (-1259 days) · Other · moved with a team
- G•••••••• F•••••••• G••••• I••• to P•••••• G•••••••• A••••••• G••••• L••left Feb 20, 2017, registered Dec 11, 2014 (-802 days) · Other
- P•••••• G•••••••• A••••••• G••••• L•• to P•••••• W••••• A••••••• G••••left Dec 31, 2016, registered Dec 3, 2015 (-394 days) · Other · moved with a team
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
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address