DFX Intelligence
Investment consultant
unclassified
unclassified
This firm's name
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
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
- The Prudential Merged Retirement Plan Actuarythrough Dec 31, 2023
Schedule C rows
2 rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| The Prudential Merged Retirement Plan | 2024 | 11 | enrolled actuary | |
| The Prudential Merged Retirement Plan | 2023 | 11 | enrolled actuary |
What changed
No dated events.