DFX Intelligence
Investment consultant
unclassified
unclassified
This firm's name, 11 more other clients and 86 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
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
- Local 475 Pension Plan Pension consultantActuarythrough Dec 31, 2025 Form 5500
Other roles
14 allocators
- Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, Afl-Cio Actuarythrough Dec 31, 2025
- Teamsters Joint Council No. 73 Pension & Trust Fund Actuarythrough Sep 30, 2023
- UA Plumbers Local 24 Pension Fund Actuarythrough Apr 30, 2023
+11 more clients
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
89 rows, $2.9M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, Afl-Cio | 2025 | 11 50 | NONE | $57,036 |
| Local 475 Pension Plan | 2025 | 17 50 | ACTUARY | $54,041 |
| Local 475 Pension Plan | 2025 | 11 | enrolled actuary |
+86 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
- with this firmaskebsa.dol.gov