DFX Intelligence

Allocator Intelligence

Charles Schwab Trust Bank

unclassified
unclassified

42 more other clients, 87 more Schedule C rows and 27 more dated events

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
2
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

2 allocators

Other roles

45 allocators

+42 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

90 rows, $3.3M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Rand-Whitney Retirement Plan for Members of Bargaining Units202519 21CUSTODIAN TRUSTEE$28,014
The Retirement Plan of Dime Bank202521NONE$8,531
Teamsters Local Union No. 716 Pension Plan202419 28 52CUSTODIAN$484,012

+87 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

+27 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.