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.
A••••• A•••••• K••••
- Title
- Co-Founderreportedparamountassoc.comfirm site, Sep 16, 2026
- Direct business phone
- 720-921-1000reportedparamountassoc.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/andrew-klein-aa921520reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- P•••••••• A••••••••• W••••• M••••••••• independent RIA currentsince Jan 15, 2026 · Greenwood Village, Co
- P•••••••• A••••••••• W••••• M••••••••• independent RIAJun 26, 2017 to Dec 31, 2025 · Greenwood Village, Co
- W•••••• • R••• formerJun 19, 2009 to Jun 30, 2017 · Denver, Co
- M••••• S•••••• wirehouseJun 1, 2009 to Jun 26, 2009 · Denver, Co
- C•••••••• G••••• M•••••• I••• BD affiliatedJun 1, 2001 to Jun 1, 2009 · Denver, Co
- W•••••• • R••• to P•••••••• A••••••••• W••••• M•••••••••left Jun 30, 2017, registered Jun 26, 2017 (-4 days) · Other · moved with a team
- M••••• S•••••• to W•••••• • R•••left Jun 26, 2009, registered Jun 19, 2009 (-7 days) · Other
- C•••••••• G••••• M•••••• I••• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
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
- 41derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address