DFX Intelligence
Investment consultant in Florida
unclassified· FL
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.
7 days of DFX Intelligence free, then $199/month unless canceled.
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
3 allocators
- Ampex Consolidated Retirement Plan Actuarythrough Dec 31, 2024
- Operating Engineers' Local 324 Pension Fund Actuarythrough Apr 30, 2023
- Laborers District Council Pension and Disability Trust Fund No. 2 Actuarythrough Dec 31, 2022
Schedule C rows
3 rows, $97,598 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Ampex Consolidated Retirement Plan | 2024 | 11 | ACTUARY | $9,445 |
| Operating Engineers' Local 324 Pension Fund | 2022 | 11 17 50 | NONE KNOWN | $75,403 |
| Laborers District Council Pension and Disability Trust Fund No. 2 | 2022 | 11 50 | $12,750 |
What changed
- with this firmaskebsa.dol.gov