DFX Intelligence

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.

Investment consultant

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.

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

1 allocator

Aramco U.S. Retirement Income Plan General consultantthrough Dec 31, 2024 Form 5500

1 row, $109,452 direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Aramco U.S. Retirement Income Plan	2024	16 27 40 70	NONE	$109,452

Dec 31, 2024Consultant changedinferenceAramco U.S. Retirement Income Plan
with this firmaskebsa.dol.gov