PRM Consulting Group

unclassified
unclassified

1 more Schedule C row

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

Other roles

1 allocator

Schedule C rows

4 rows, $43,553 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Valley Telephone Cooperative, Inc. Defined Benefit Plan202411enrolled actuary
Valley Telephone Cooperative, Inc. Defined Benefit Plan202311enrolled actuary
Bert Bell/pete Rozelle Nfl Player Retirement Plan202216 50 70NONE$43,553

+1 more Schedule C row

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