DFX Intelligence
Dgperry CPAS + Advisors
unclassified· OH
unclassified
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
- Glaziers Local 387 Pension Plan Actuarythrough Nov 30, 2024
Schedule C rows
1 row, $20,881 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Glaziers Local 387 Pension Plan | 2023 | 11 50 | NONE | $20,881 |
What changed
No dated events.