DFX Intelligence
Umb
unclassified· MO
unclassified
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
1 allocator
- Local Union No. 124 I. B. E. W. Pension Trust Fund Custodianthrough Aug 31, 2023
Schedule C rows
3 rows, $15,734 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Local Union No. 124 I. B. E. W. Pension Trust Fund | 2024 | 18 50 99 | NONE | $5,272 |
| Local Union No. 124 I. B. E. W. Pension Trust Fund | 2023 | 18 50 99 | NONE | $5,265 |
| Local Union No. 124 I. B. E. W. Pension Trust Fund | 2022 | 18 50 99 | NONE | $5,197 |
What changed
No dated events.