DFX Intelligence

This firm's name, 7 more advisory clients, 64 more other clients, 191 more Schedule C rows and 3 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.

Investment consultant

unclassified

This firm's name, 7 more advisory clients, 64 more other clients, 191 more Schedule C rows and 3 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

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

10 allocators

3m Employee Retirement Income Plan General consultantActuarythrough Dec 31, 2024 Form 5500
Ryerson Pension Plan General consultantActuarythrough Dec 31, 2024 Form 5500
American Institute of Certified Public Accountants Revised Staff Pension Plan Pension consultantthrough Apr 30, 2023 Form 5500

+7 more advisory clients

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

67 allocators

+64 more clients

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

194 rows, $85.6M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Oshkosh Corporation Hourly Employees' Retirement Plan	2025	11 15 17 50	NONE	$373,089
Hill-Rom, Inc. Pension Plan	2025	11 17 27 31 51 52 70	ACTUARY, CONSULTING	$293,998
Pierce Manufacturing Inc. Pension Plan	2025	11 15 17 50	NONE	$288,286

+191 more Schedule C rows

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

+3 more dated events

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