DFX Intelligence

Allocator Intelligence

The Standard

unclassified
unclassified

4 more other clients and 11 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

7 allocators

+4 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

14 rows, $303,277 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Tri-State Armature & Electrical Works, Inc. Employees' Pension Plan202513 15 28 34 38 50 52 64 65NONE
Tri-State Armature & Electrical Works, Inc. Employees' Pension Plan202413 15 28 34 38 50 52 64 65NONE
LBS Financial Credit Union Defined Benefit Pension Plan202411 13 15 28 38NONE

+11 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