DFX Intelligence
Hancock Whitney Bank
unclassified
unclassified
3 more other clients and 17 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
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
- Gsc-Ila Local 1303 Pension Plan Investment adviser (plan)through Sep 30, 2023 Form 5500
Other roles
6 allocators
- Ochsner Clinic Foundation Retirement Plan CustodianTrusteethrough Dec 31, 2023
- Iron Workers Mid-South Pension Fund Custodianthrough Nov 30, 2023
- General Building Laborers' Local 66 Pension Fund Custodianthrough Jun 30, 2023
+3 more 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
20 rows, $762,048 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Ochsner Clinic Foundation Retirement Plan | 2024 | 19 25 50 63 | NONE | $116,842 |
| Bank of Commerce & Trust Company Pension Plan | 2024 | 19 21 28 | NONE | $58,194 |
| Tidewater Pension Plan | 2024 | 21 50 | NONE | $25,188 |
+17 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.