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 Sensenig Capital Advisors, Inc.

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.

AdvisorFromToTypeLeftRegistered
Kevin Michael HartnettSei Investments Management Corp otherSensenig Capital Advisors, Inc. independent RIAOtherJun 15, 2020Jun 17, 2020
Kurt Wayne AngstadtNewbridge Wealth Management independent RIASensenig Capital Advisors, Inc. otherOtherMar 22, 2017Apr 3, 2017
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2 moves match.