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.
J••• P•••••• O•••••••••
- Title
- Managing Partner/Portfolio Managerreportedcpm-llc.comfirm site, Sep 16, 2026
- Partner or owner
- “Managing Partner/Portfolio Manager”reportedcpm-llc.comthe sentence on the bio page
- Business email
- jorindgreff@cpm-llc.comreportedcpm-llc.comfirm site, Sep 16, 2026
- Direct business phone
- 816-471-5556reportedcpm-llc.comfirm site, Sep 16, 2026
- Professional profile
- cpm-llc.com/team/johnny-orindgreffreportedcpm-llc.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.
- C••••••••• P•••••••• M••••••••• independent RIA currentsince Nov 21, 2024 · Overland Park, Ks
- C•••••• P•••••••• M••••••••• L••••• formerAug 24, 2009 to Jan 3, 2025 · Kansas City, Mo
- C•••••• P•••••••• M••••••••• L••••• to C••••••••• P•••••••• M•••••••••left Jan 3, 2025, registered Nov 21, 2024 (-43 days) · RIA to RIA
- J••• P•••••• O••••••••• left C•••••• P•••••••• M••••••••• L••••• for C••••••••• P•••••••• M••••••••• (registered 2024-11-21)Jan 3, 2025 · Advisor changed firm · fact
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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address