DFX Intelligence

This firm's name

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.

Investment consultant

unclassified

This firm's name

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 on the tape

Schedule C, ACFR

Public-system clients

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

3m Employee Retirement Income Plan Investment adviser (plan)through Dec 31, 2023 Form 5500

1 row

Plan	Plan year	Codes	Relationship as filed	Direct compensation
3m Employee Retirement Income Plan	2023	27 52 99	NONE

Dec 31, 2024Consultant changedinference3m Employee Retirement Income Plan
with this firmaskebsa.dol.gov
Dec 31, 2023Consultant changedinference3m Employee Retirement Income Plan
with this firmaskebsa.dol.gov