Investment consultant
unclassified
Find My Intro Path
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
1
Schedule C, ACFR
Public-system clients
1
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
2 allocators
- Minnesota State Board of Investment Specialist consultantthrough Jun 30, 2025 ACFR
- Aramco U.S. Retirement Income Plan General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
1 row, $200,000 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Aramco U.S. Retirement Income Plan | 2022 | 16 27 40 50 70 | NONE | $200,000 |
What changed
- with this firmaskebsa.dol.gov