DFX Intelligence
Investment consultant in Texas
unclassified· TX
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.
7 days of DFX Intelligence free, 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
1 allocator
- Composition Roofers Local #4 Pension Plan Trusteethrough Oct 31, 2024
Schedule C rows
2 rows, $36,000 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Composition Roofers Local #4 Pension Plan | 2024 | 21 51 | NONE | $18,000 |
| Composition Roofers Local #4 Pension Plan | 2023 | 21 51 | NONE | $18,000 |
What changed
No dated events.