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•••••• K•• M•••••••••
- T•• N••••• G•••• L•• independent RIA currentsince May 11, 2023 · Provo, Ut
- T••••••••• C••••••• L•• asset managerMar 1, 2018 to Jun 28, 2023 · Idaho Falls, Id
- A•••••• I••••••••• A•••••••• L•• formerAug 3, 2011 to Mar 26, 2018 · Bountiful, Ut
- S••••••• F•••••••• S•••••••• I••• formerJun 27, 2011 to Feb 9, 2012 · Bellevue, Wa
- T••••••••• C••••••• L•• to T•• N••••• G•••• L••left Jun 28, 2023, registered May 11, 2023 (-48 days) · RIA to RIA · moved with a team
- A•••••• I••••••••• A•••••••• L•• to T••••••••• C••••••• L••left Mar 26, 2018, registered Mar 1, 2018 (-25 days) · RIA to RIA · moved with a team
- S••••••• F•••••••• S•••••••• I••• to A•••••• I••••••••• A•••••••• L••left Feb 9, 2012, registered Aug 3, 2011 (-190 days) · Other
- Matthew Kip Mendenhall left Townsquare Capital, Llc for The Norden Group Llc (registered 2023-05-11)Jun 28, 2023 · 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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address