Investment consultant in Rhode Island
This firm's name, 24 more advisory clients, 216 more Schedule C rows and 35 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Advisory clients
- Neenah Consolidated Pension Plan Investment adviser (plan)through Sep 30, 2025 Form 5500
- Anaren Microwave, Inc. Pension Plan Investment adviser (plan)through Jun 30, 2025 Form 5500
- Amica Pension Fund Investment adviser (plan)through Dec 31, 2024 Form 5500
+24 more advisory clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Other roles
- The Scripps Research Institute Cash Balance Retirement Plan Trusteethrough Dec 31, 2023
- Philadelphia Marine Trade Association International Longshoremen's Accociation Pension Fund Custodianthrough Dec 31, 2022
- Pension Plan for Salaried Employees of Alcon Trusteethrough Dec 31, 2022
Schedule C rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| American Savings Bank Retirement Plan | 2025 | 28 51 52 68 | NONE | $207,629 |
| Amica Pension Fund | 2024 | 27 50 | NONE | $1.1M |
| The Bank of America Pension Plan | 2024 | 28 50 51 71 | NONE | $1.1M |
+216 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
+35 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.