DFX Intelligence

Allocator Intelligence

Empower Trust Company LLC

unclassified
unclassified

1 more other client and 5 more Schedule C rows

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
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

4 allocators

+1 more client

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Schedule C rows

8 rows, $426,452 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Qualstar Credit Union Defined Benefit Plan202411 13 50NONE$57,830
Ibew 648 Pension Plan202421NONE$37,852
Qualstar Credit Union Defined Benefit Plan202311 13 50NONE$47,734

+5 more Schedule C rows

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed