DFX Intelligence
United National Bank
unclassified
unclassified
4 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
0
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
No advisory client relationship on the tape.
Other roles
2 allocators
- I.U.O.E. Local 132 Pension Fund Custodianthrough Mar 31, 2023
- Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund CustodianTrusteethrough Dec 31, 2022
Schedule C rows
7 rows, $674,726 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund | 2024 | 18 21 | NONE | $183,114 |
| I.U.O.E. Local 132 Pension Fund | 2024 | 19 28 | NONE | $138,862 |
| Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund | 2023 | 18 21 | NONE | $158,324 |
+4 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
No dated events.