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.
M•••••• I•• G•••
- G••• F•••••••• G••••• I•• state registered currentsince Jan 1, 2026 · Hackensack, Nj
- G••• F•••••••• G••••• I•• state registeredJan 20, 2016 to Dec 31, 2018 · Hackensack, Nj
- G••• F•••••••• G••••• I•• state registeredAug 9, 2013 to Dec 31, 2015 · Hackensack, Nj
- G••• F•••••••• G••••• I•• unclassifiedApr 11, 2008 to Dec 31, 2011 · Hackensack, Nj
- G••• F•••••••• G••••• I•• unclassifiedJun 22, 2006 to Dec 31, 2006 · Hackensack, Nj
- G••• F•••••••• G••••• I•• unclassifiedMay 12, 2004 to Dec 31, 2004 · Rochelle Park, Nj
- I••••••••• A••••••• S••••••• I•• formerSep 22, 2003 to Dec 31, 2003 · Rochelle Park, Nj
- G••• F•••••••• G••••• I•• to G••• F•••••••• G••••• I••left Dec 31, 2011, registered Aug 9, 2013 (587 days) · Other
- I••••••••• A••••••• S••••••• I•• to G••• F•••••••• G••••• I••left Dec 31, 2003, registered May 12, 2004 (133 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
- STATE REGISTEREDderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address