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•••••• A•••••• C••••••
- Professional profile
- linkedin.com/in/michael-a-coleman-301662194reportedadviserinfo.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.
- W•••••• W••••• M••••••••• L•• independent RIA currentsince Mar 6, 2017 · Golden, Co
- A••••••••• F•••••••• S•••••••• L•• national BDOct 5, 2009 to Mar 6, 2017 · Boulder, Co
- A••••••••• A•••••• S•••••••• I••• unclassifiedMay 28, 2009 to Oct 5, 2009 · Boulder, Co
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 22, 2004 to May 4, 2009 · Boulder, Co
- P•••• S•••••• • C•• institutionalDec 6, 2002 to Oct 29, 2004 · Boulder, Co
- W•••• F•••• I••••••••• L•• unclassifiedApr 18, 2001 to Dec 10, 2002 · Broomfield, Co
- A••••••••• F•••••••• S•••••••• L•• to W•••••• W••••• M••••••••• L••left Mar 6, 2017, registered Mar 6, 2017 (0 days) · Other
- A••••••••• A•••••• S•••••••• I••• to A••••••••• F•••••••• S•••••••• L••left Oct 5, 2009, registered Oct 5, 2009 (0 days) · corporate re-registration, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to A••••••••• A•••••• S•••••••• I•••left May 4, 2009, registered May 28, 2009 (24 days) · Other
- P•••• S•••••• • C•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Oct 29, 2004, registered Oct 22, 2004 (-7 days) · Other
- W•••• F•••• I••••••••• L•• to P•••• S•••••• • C••left Dec 10, 2002, registered Dec 6, 2002 (-4 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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address