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 Asset Strategy Consultants 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 |
|---|---|---|---|---|---|
| Matthew Vassar Pierce | Island Light Capital unclassified | Asset Strategy Consultants LLC other | Other | Aug 27, 2022 | Jan 8, 2013 |
| Juan Manuel Buendia | Hirtle & Co., LLC other | Asset Strategy Consultants LLC other | Other | Jun 1, 2020 | Jul 1, 2021 (395 d) |
| Andrew William Conner | Jones Falls Capital Partners unclassified | Asset Strategy Consultants LLC other | Other | Nov 5, 2019 | Oct 28, 2021 (723 d) |
| Clark Gregory Frese | Asset Strategy Advisors, LLC other | Asset Strategy Consultants LLC other | Other | Dec 9, 2008 | Mar 11, 2008 |
| Stacy Stephen Heistand | Asset Strategy Advisors, LLC other | Asset Strategy Consultants LLC other | Other | Dec 9, 2008 | Mar 10, 2008 |
| Robert Levin | H. Beck, Inc. other | Asset Strategy Consultants LLC other | Other | Nov 3, 2003 | Jul 16, 2010 (2447 d) |
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6 moves match.