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.
I•• H••••• F••••••
- Title
- Founding Partner and Chief Relationship Officerreportedsasadvisors.comfirm site, Sep 16, 2026
- Years, as the firm states
- 35reportedsasadvisors.com“I bring over 35 years of experience in financial services, with a unique background that combines personal financial planning and counseling.”
- Professional profile
- sasadvisors.com/team/ira-fatemanreportedsasadvisors.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- S•• F•••••••• A•••••••• L••• independent RIA currentsince Aug 6, 2025 · San Francisco, Ca
- S•••• W••••• M••••••••• formerJul 6, 2015 to Jan 16, 2018 · San Francisco, Ca
- B•••••••• I••• unclassifiedApr 17, 2006 to Jan 11, 2009 · San Francisco, Ca
- S•• F•••••••• A••••••• unclassifiedFeb 1, 2005 to Dec 23, 2015 · San Francisco, Ca
- P•••••••• I•••••••• O• A•••••• formerMay 16, 2003 to Dec 31, 2003 · San Francisco, Ca
- S•••• W••••• M••••••••• to S•• F•••••••• A•••••••• L•••left Jan 16, 2018, registered Aug 6, 2025 (2759 days) · RIA to RIA
- S•• F•••••••• A••••••• to B•••••••• I•••left Dec 23, 2015, registered Apr 17, 2006 (-3537 days) · Other
- B•••••••• I••• to S•••• W••••• M•••••••••left Jan 11, 2009, registered Jul 6, 2015 (2367 days) · Other
- P•••••••• I•••••••• O• A•••••• to S•• F•••••••• A•••••••left Dec 31, 2003, registered Feb 1, 2005 (398 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address