DFX Intelligence

Allocator Intelligence

Principal Trust Co.

unclassified
unclassified

183 more other clients and 397 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
2
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

2 allocators

Other roles

186 allocators

+183 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

400 rows, $41.0M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Navy Federal Credit Union Employees' Retirement Plan202519 21 25 50 62 64TRUSTEE$177,269
Iuoe Local 98 Pension Plan202519 50NONE$48,216
Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc.202521 50 64 65TRUSTEE$46,228

+397 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