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Deloitte

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8 more advisory clients, 2 more other clients, 24 more Schedule C rows and 3 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Advisory clients on the tape
11
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

11 allocators

+8 more advisory clients

Every name, record and relationship behind this count, with the source on each.

Other roles

5 allocators

+2 more clients

Every name, record and relationship behind this count, with the source on each.

Schedule C rows

27 rows, $3.7M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Scripps Networks Interactive Pension Plan202517 50NONE$5,047
RTX Consolidated Pension Plan202410 16 50NONE$564,795
Crown Equipment Corporation Retirement Plan202428NONE$238,667

+24 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

What changed

+3 more dated events

Every name, record and relationship behind this count, with the source on each.