DFX Intelligence
The Phoenix Group Advisors Inc
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
- Building Service 32bj Pension Fund Pension consultantthrough Jun 30, 2024 Form 5500
Schedule C rows
1 row, $10,275 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Building Service 32bj Pension Fund | 2023 | 17 50 | NONE | $10,275 |
What changed
- The Phoenix Group Advisors Inc no longer appears on Building Service 32bj Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)with The Phoenix Group Advisors Incaskebsa.dol.gov
- The Phoenix Group Advisors Inc appears on Building Service 32bj Pension Fund's Schedule C as pension consultant (plan year 2023 vs 2022)with The Phoenix Group Advisors Incaskebsa.dol.gov