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•••••• H•••••••••
- Title
- Senior Portfolio Manager & Trading Directorreportedcardinalpointwealth.comfirm site, Sep 16, 2026
- Designations
- CFAreportedcardinalpointwealth.comas printed on the bio page, Sep 17, 2026
- Professional profile
- cardinalpointwealth.com/leadership/michael-hinterlong-senior-portfolioreportedcardinalpointwealth.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.
- C••••••• P•••• W••••• M••••••••• independent RIA currentsince Mar 11, 2020 · Toronto, On
- C••••••• P•••• W••••• M••••••••• formerDec 23, 2021 to Oct 12, 2022 · Phoenix, Az
- C••••••• P•••• W••••• M••••••••• L•• formerMar 11, 2020 to Nov 1, 2021 · Irvine, Ca
- K••••••••• formerJan 3, 2017 to Jan 31, 2020 · Phoenix, Az
- C••••••• P•••• W••••• M••••••••• to no registered destinationleft Oct 12, 2022 · Departure, no registered destination
- C••••••• P•••• W••••• M••••••••• L•• to C••••••• P•••• W••••• M•••••••••left Nov 1, 2021, registered Mar 11, 2020 (-600 days) · channel change inside one enterprise, not a move · moved with a team
- K••••••••• to C••••••• P•••• W••••• M••••••••• L••left Jan 31, 2020, registered Mar 11, 2020 (40 days) · RIA to RIA · moved with a team
- M•••••• A•••••• H••••••••• no longer registered at C••••••• P•••• W••••• M•••••••••; no later IA registration on IAPDOct 12, 2022 · Advisor departure · 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address