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•••••• R•••• S•• M••••• L••••
- Business email
- monique@sasadvisors.comreportedsasadvisors.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.
- S•• F•••••••• A•••••••• L••• independent RIA currentsince Aug 20, 2025 · San Francisco, Ca
- F••••••• institutionalOct 10, 2018 to Dec 9, 2019 · Oakland, Ca
- C•••••• S••••• • C••• I••• national BDJan 28, 2016 to Oct 5, 2018 · Oakland, Ca
- F••••••• to S•• F•••••••• A•••••••• L•••left Dec 9, 2019, registered Aug 20, 2025 (2081 days) · Other
- C•••••• S••••• • C••• I••• to F•••••••left Oct 5, 2018, registered Oct 10, 2018 (5 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address