Investment consultant in Indiana
unclassified· IN
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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
- Sheet Metal Workers Local No. 20, Indianapolis Are General consultantthrough Dec 31, 2024 Form 5500
Schedule C rows
1 row, $34,300 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Sheet Metal Workers Local No. 20, Indianapolis Are | 2024 | 16 50 | FORMER EMPLOYEE | $34,300 |
What changed
- with this firmaskebsa.dol.gov