Segal Marco Consulting

unclassified· IL
unclassified

20 more advisory clients and 58 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.

Advisory clients on the tape
23
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

23 allocators

+20 more advisory clients

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

Schedule C rows

61 rows, $6.8M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Western PA Electrical Employees Pension Trust Fund202517 50NONE$5,850
1199 Seiu Regional Pension Fund202427NONE$378,044
Ufcw Union Local No. 655, Food Employer's Joint PE202427NONE$215,000

+58 more Schedule C rows

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

What changed