DFX Intelligence
Gmi
unclassified· AZ
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
- Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund General consultantthrough Mar 31, 2024 Form 5500
Schedule C rows
1 row, $5,020 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund | 2023 | 16 50 | NONE | $5,020 |
What changed
- Dec 31, 2024Consultant changedinferenceSouthern California Ufcw Unions and Food Employers Joint Pension Trust FundGmi no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Gmiaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceSouthern California Ufcw Unions and Food Employers Joint Pension Trust FundGmi appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2023 vs 2022)with Gmiaskebsa.dol.gov