DFX Intelligence
Investment consultant in Massachusetts
unclassified· MA
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
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
- Pension Plan for the Employees of Charlotte Pipe and Foundry Company Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
1 row, $20,907 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Pension Plan for the Employees of Charlotte Pipe and Foundry Company | 2022 | 27 50 | NONE | $20,907 |
What changed
- Dec 31, 2023Consultant changedinferencePension Plan for the Employees of Charlotte Pipe and Foundry Companywith this firmaskebsa.dol.gov