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.
A••• P• T••••••••
- A••••••• A•••••••• L•• independent RIA currentsince Mar 6, 2021 · Grand Rapids, Mi
- P•• A•••••••• L•• formerJan 3, 2014 to Mar 6, 2021 · Grand Rapids, Mi
- U•• W••••• M••••••••• L•• formerJan 24, 2011 to Dec 31, 2013 · Grand Rapids, Mi
- P•• A•••••••• L•• to A••••••• A•••••••• L••left Mar 6, 2021, registered Mar 6, 2021 (0 days) · Other
- U•• W••••• M••••••••• L•• to P•• A•••••••• L••left Dec 31, 2013, registered Jan 3, 2014 (3 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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address