DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Arcadia, CA
Data as of (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $139,858 | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $171,131 | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 57 | $13.4M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 42 | $10.0M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Economic Group Pension Services | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Apriem Advisors | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |