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.
B••• K•••••• H••••••
- Business email
- bheindel@46peaks.comreported46peaks.comfirm site, Sep 16, 2026
- Direct business phone
- 215-497-8310reported46peaks.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.
- 4• P•••• I••••••••• A••••••• G•••• independent RIA currentsince Feb 14, 2020 · Newtown, Pa
- E•••••••• A•••••••• L•• national BDMay 2, 2005 to Apr 12, 2012 · Princeton, Nj
- K• F•••••••• P•••••••• L•• formerApr 21, 2005 to Mar 4, 2020 · Princeton, Nj
- M••••• S•••••• D• I••• unclassifiedMar 30, 2004 to Mar 31, 2005 · Lawrencevill, Nj
- S•• C•••••• A••••••• L•• institutionalJul 3, 2003 to Jan 30, 2004 · Exton, Pa
- K• F•••••••• P•••••••• L•• to E•••••••• A•••••••• L••left Mar 4, 2020, registered May 2, 2005 (-5420 days) · RIA to affiliated broker-dealer or bank
- E•••••••• A•••••••• L•• to 4• P•••• I••••••••• A••••••• G••••left Apr 12, 2012, registered Feb 14, 2020 (2864 days) · Affiliated broker-dealer or bank to a newly registered adviser
- M••••• S•••••• D• I••• to K• F•••••••• P•••••••• L••left Mar 31, 2005, registered Apr 21, 2005 (21 days) · Other
- S•• C•••••• A••••••• L•• to M••••• S•••••• D• I•••left Jan 30, 2004, registered Mar 30, 2004 (60 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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address