DFX Intelligence

Allocator Intelligence

Telus Health US Ltd

unclassified· MA
unclassified

5 more advisory clients and 15 more Schedule C rows

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
8
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

8 allocators

+5 more advisory clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Schedule C rows

18 rows, $18.8M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Marsh & Mclennan Companies Retirement Plan202416 50NONE$2.3M
Assurant Pension Plan202416CONSULTANT$107,067
Consolidated Edison Retirement Plan202416 50NONE$28,134

+15 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed