DFX Intelligence
Counsel Advisors Inc.
unclassified· NY
unclassified
Advisory clients on the tape
3
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
3 allocators
- Local 805 Pension & Retirement Fund General consultantthrough Mar 31, 2025 Form 5500
- Local 1034 Pension Fund General consultantthrough Dec 31, 2024 Form 5500
- Iue-Cwa Pension Plan General consultantthrough Dec 31, 2024 Form 5500
Schedule C rows
3 rows, $63,953 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Local 1034 Pension Fund | 2024 | 16 50 | NONE | $38,400 |
| Local 805 Pension & Retirement Fund | 2024 | 16 | NONE | $15,000 |
| Iue-Cwa Pension Plan | 2024 | 16 50 | NONE | $10,553 |
What changed
- Counsel Advisors, Inc. appears on Iue-Cwa Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Counsel Advisors Inc.askebsa.dol.gov
- Counsel Advisors, Inc. appears on Local 1034 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Counsel Advisors Inc.askebsa.dol.gov
- Counsel Advisors Inc. appears on Local 805 Pension & Retirement Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Counsel Advisors Inc.askebsa.dol.gov