DFX Intelligence

This firm's name

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

7 days of DFX Intelligence free, then $199/month unless canceled.

Investment consultant in Georgia

unclassified· GA

unclassified

This firm's name

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

7 days of DFX Intelligence free, then $199/month unless canceled.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

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

1 row, $60,000 direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Sheet Metal Workers Local Union No. 32 Pension Trust Fund	2022	27	NONE	$60,000