DFX Intelligence
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.
Advisor moves
Arrivals at Gemmer Asset Management LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Angela Marie Wright | Del Monte Group, LLC independent RIA | Gemmer Asset Management LLC independent RIA | RIA to RIA | Jun 13, 2024 | May 9, 2024 |
| Timothy James Corriero | Geometric Wealth Advisors, LLC independent RIA | Gemmer Asset Management LLC independent RIA | RIA to RIA | Mar 21, 2017 | Mar 4, 2026 (3270 d) |
| Cheryl C Wong | Sowell Management other | Gemmer Asset Management LLC other | Other | Feb 28, 2017 | Jun 1, 2017 (93 d) |
| David Leroy Gemmer | Coit-Gemmer Capital Management unclassified | Gemmer Asset Management LLC other | Other | Nov 28, 2010 | Jul 28, 1992 |
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4 moves match.