DFX Intelligence
BMO Harris
unclassified
unclassified
2 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
3 allocators
- Ibew Local No 640 & Az Chapter Neca Defined Benefit Pension Plan Custodianthrough Dec 31, 2023
- Tuckpointer Local 52 Pension Plan Custodianthrough Apr 30, 2023
- Sheet Metal 7 Zone 3 Pension Fund Custodianthrough Apr 30, 2023
Schedule C rows
5 rows, $178,187 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Ibew Local No 640 & Az Chapter Neca Defined Benefit Pension Plan | 2023 | 19 | NONE | $37,387 |
| Tuckpointer Local 52 Pension Plan | 2023 | 19 28 51 52 | NONE | $30,026 |
| Sheet Metal 7 Zone 3 Pension Fund | 2023 | 19 50 | INVESTMENT CUSTODIAN | $19,315 |
+2 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
- BMO Harris no longer appears on Tuckpointer Local 52 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with BMO Harrisaskebsa.dol.gov