Investment consultant in Missouri

unclassified· MO
unclassified

This firm's name

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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

Schedule C rows

3 rows, $285,823 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Bricklayers Union Local No 1 of Missouri Pension P202427NONE$116,733
Bricklayers Union Local No 1 of Missouri Pension P202327NONE$85,345
Bricklayers Union Local No 1 of Missouri Pension P202227NONE$83,745

What changed

No dated events.