Investment consultant in Virginia

unclassified· VA
unclassified

This firm's name

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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

Schedule C rows

1 row, $10,419 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Bricklayers & Trowel Trades International Pension Fund202516 50NONE$10,419

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