DFX Intelligence
Eisner Advisory Group LLC
unclassified
unclassified
1 more other client and 7 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.
7 days of DFX Intelligence free, 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
- WCI Steel/pyro/baron Retirement Plan Pension consultantthrough Dec 31, 2022 Form 5500
Other roles
4 allocators
- Elizabeth Wende Breast Care LLC Retirement Plan Actuarythrough Dec 31, 2024
- Cardiovascular Medicine, PLLC Cash Balance Plan Actuarythrough Dec 31, 2022
- UCA 2019 Pension Plan Actuarythrough Dec 31, 2022
+1 more client
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Schedule C rows
10 rows, $44,046 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| WCI Steel/pyro/baron Retirement Plan | 2024 | 17 50 | CONSULTANT | $20,634 |
| UCA 2019 Pension Plan | 2024 | 11 | enrolled actuary | |
| Elizabeth Wende Breast Care LLC Retirement Plan | 2024 | 11 | enrolled actuary |
+7 more Schedule C rows
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.