Investment consultant in Massachusetts

unclassified· MA
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.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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

1 row, $9,704 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Massachusetts Service Employees' Pension Fund202216 50 70NONE$9,704

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