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.
G••••• W•••••• J••••••
- Title
- Wealth Management / Financial Planner / Investment Adviser Representativereportedalessandracapital.comfirm site, Sep 16, 2026
- Designations
- MBAreportedalessandracapital.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 20reportedalessandracapital.com“George is an independent contractor to A••••••••• C•••••• M••••••••• L•• with over 20 years experience in petroleum engineering and financial management.”
- Business email
- george@alessandracapital.comreportedalessandracapital.comfirm site, Sep 16, 2026
- Direct business phone
- 310-377-9220reportedalessandracapital.comfirm site, Sep 16, 2026
- Professional profile
- alessandracapital.com/team/george-johnsonreportedalessandracapital.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.
- A••••••••• C•••••• M••••••••• L•• independent RIA currentsince Jun 28, 2004 · Torrance, Ca
- F•••• A••••• A••••••• S•••••••• I••• formerNov 11, 2014 to Dec 22, 2017 · Rolling Hills Estates, Ca
- F•••• A••••• A••••••• S•••••••• I••• to no registered destinationleft Dec 22, 2017 · Departure, no registered destination
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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address