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.
D•••• A•••••••• Z••••
- F•••• P••••••• W•••••• L•• independent RIA currentsince May 1, 2024 · Bingham Farms, Mi
- I••••••••• C•••••• formerJun 7, 2023 to Jul 30, 2024 · Bingham Farms, Mi
- A••••• Z•••• • A••••••••• L•• formerMar 21, 2017 to Jun 7, 2023 · Bingham Farms, Mi
- I••••••••• C•••••• to F•••• P••••••• W•••••• L••left Jul 30, 2024, registered May 1, 2024 (-90 days) · RIA to RIA · moved with a team
- A••••• Z•••• • A••••••••• L•• to I••••••••• C••••••left Jun 7, 2023, registered Jun 7, 2023 (0 days) · RIA to RIA · moved with a team
- D•••• A•••••••• Z•••• left I••••••••• C•••••• for F•••• P••••••• W•••••• L•• (registered 2024-05-01)Jul 30, 2024 · Advisor changed firm · fact
- D•••• A•••••••• Z•••• left A••••• Z•••• • A••••••••• L•• for I••••••••• C•••••• (registered 2023-06-07)Jun 7, 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address