Investment consultant in California
unclassified· CA
unclassified
This firm's name and 4 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.
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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
- Oapi Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
7 rows, $49,638 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Oapi Retirement Plan | 2024 | 27 50 | INVESTMENT ADVISOR | $7,957 |
| Commonwealth Health Corporation Restated Retirement Plan | 2024 | 28 50 | INVESTMENT MANAGEMENT | $6,624 |
| Commonwealth Health Corporation Restated Retirement Plan | 2023 | 28 50 | INVESTMENT MANAGEMENT | $7,245 |
+4 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
What changed
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov