Investment consultant

unclassified
Find My Intro Path
unclassified

This firm's name, 84 more other clients, 243 more Schedule C rows and 15 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Advisory clients on the tape
3
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

3 allocators

Other roles

87 allocators

+84 more clients

Every name, record and relationship behind this count, with the source on each.

Schedule C rows

246 rows, $14.6M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Pension Plan of Local 464a202519$231,145
Western PA Electrical Employees Pension Trust Fund202519 50 72NONE$73,592
NEW York-New Jersey Amalgamated Pension Plan for Acme Employees202519NONE$32,432

+243 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

What changed

+15 more dated events

Every name, record and relationship behind this count, with the source on each.