DFX Intelligence
Conner & Winters LLC
Not an allocator
Not an allocator
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.
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
1 allocator
- Neca-Ibew Local 584 Pension Plan Directed trusteethrough Dec 31, 2025
Schedule C rows
4 rows, $183,230 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Neca-Ibew Local 584 Pension Plan | 2025 | 25 50 | LEGAL | $68,405 |
| Neca-Ibew Local 584 Pension Plan | 2024 | 25 50 | LEGAL | $25,372 |
| Neca-Ibew Local 584 Pension Plan | 2023 | 25 50 | LEGAL | $40,850 |
+1 more Schedule C row
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
What changed
No dated events.