DFX Intelligence
Burgess Chambers & Associates, Inc.
unclassified
unclassified
6 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
3
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
3 allocators
- Ethosenergy Pension Plan for Union Employees Investment adviser (plan)through Dec 31, 2022 Form 5500
- Ravenswood Represented Employee Defined Benefit Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Ironworkers Local #597 Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
9 rows, $264,576 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Ethosenergy Pension Plan for Union Employees | 2024 | 27 | NONE | $36,380 |
| Ironworkers Local #597 Pension Plan | 2024 | 27 50 | INVESTMENT ADVISORY | $29,247 |
| Ravenswood Represented Employee Defined Benefit Plan | 2024 | 27 | NONE | $25,000 |
+6 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
No dated events.