DFX Intelligence
Ntiva. Inc.
unclassified
unclassified
Advisory clients on the tape
1
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
1 allocator
- Sheet Metal Workers' Local 73 Pension Fund General consultantthrough Jun 30, 2023 Form 5500
Schedule C rows
3 rows, $53,932 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Sheet Metal Workers' Local 73 Pension Fund | 2024 | 15 16 | NONE | $18,836 |
| Sheet Metal Workers' Local 73 Pension Fund | 2023 | 15 16 | NONE | $13,686 |
| Sheet Metal Workers' Local 73 Pension Fund | 2022 | 15 16 | NONE | $21,410 |
What changed
No dated events.