DFX Intelligence
National Invesment Services
unclassified· WI
unclassified
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
- Plumbing and Pipefitting Industry Local 219 Pension Plan General consultantthrough Apr 30, 2023 Form 5500
Schedule C rows
3 rows, $40,858 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Plumbing and Pipefitting Industry Local 219 Pension Plan | 2024 | 16 50 | $13,163 | |
| Plumbing and Pipefitting Industry Local 219 Pension Plan | 2023 | 16 50 | $14,089 | |
| Plumbing and Pipefitting Industry Local 219 Pension Plan | 2022 | 16 | $13,606 |
What changed
No dated events.