DFX Intelligence
Terry Schmidt LLC
unclassified
unclassified
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
1 allocator
- Equity-League Pension Trust Fund General consultantthrough May 31, 2023 Form 5500
Schedule C rows
3 rows, $73,098 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Equity-League Pension Trust Fund | 2024 | 16 50 | NONE | $26,684 |
| Equity-League Pension Trust Fund | 2023 | 16 50 | NONE | $24,661 |
| Equity-League Pension Trust Fund | 2022 | 16 50 | NONE | $21,753 |
What changed
No dated events.