Taft Hartley Resources II

unclassified· FL
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

Schedule C rows

2 rows, $20,000 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Pipe Trades Services Mn Pension Fund202316 50NONE KNOWN$10,000
Pipe Trades Services Mn Pension Fund202216 50NONE KNOWN$10,000

What changed

No dated events.