DFX Intelligence
Investment consultant in Maryland
unclassified· MD
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
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
- Elevator Division Retirement Benefit Plan Investment adviser (plan)through Oct 31, 2023 Form 5500
Schedule C rows
3 rows, $459,342 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Elevator Division Retirement Benefit Plan | 2024 | 27 | INVESTMENT ADVISOR | $154,218 |
| Elevator Division Retirement Benefit Plan | 2023 | 27 | INVESTMENT ADVISOR | $123,268 |
| Elevator Division Retirement Benefit Plan | 2022 | 27 | INVESTMENT ADVISOR | $181,856 |
What changed
No dated events.