DFX Intelligence

Allocator Intelligence

Investment consultant in Minnesota

unclassified· MN
unclassified
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This firm's name, 17 more advisory clients, 35 more Schedule C rows and 10 more dated events

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

Advisory clients on the tape
20
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

20 allocators
  • this firm General consultantthrough Sep 30, 2025 Form 5500
  • this firm Pension consultantthrough Dec 31, 2024 Form 5500
  • Pension consultantthrough Dec 31, 2024 Form 5500

+17 more advisory clients

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

Other roles

1 allocator

Schedule C rows

38 rows, $3.3M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
202416 50NONE$719,912
this firm202449 51NONE$114,265
202417 50NONE$112,516

+35 more Schedule C rows

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

What changed

+10 more dated events

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