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A•• W••••• M••••••••• • C••••••••• S•••••••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultantinvestment consultant

A•• W••••• M••••••••• • C••••••••• S•••••••

Allocators

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Search this name across graphsid dfx:al:86417a89-5401-4546-8c0b-c9874444a06d

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 8:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 2
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

A•• W••••• M••••••••• • C••••••••• S•••••••

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

P••• clients: 1Form 5500 Schedule C
Public clients: 0
Advisory clients: 1
Institutional RAUM: $1.1BForm ADV
Discretionary RAUM: $942M
Pension plan clients (ADV): 24
Recommended commitments: 0derived
Latest client year end: Jun 30, 2024
CRD

P••• clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

P•••	Role	From	To	Current	Evidence
A•••••• C•••••••• H••••••• R••••••••• P•••	Pension consultant	Jul 1, 2023	Jun 30, 2024	no	fact

Relationships

Advised by (1)

← A•••••• C•••••••• H••••••• R••••••••• P•••PlanPension consultant
Jul 1, 2023 to Jun 30, 2024factForm 5500

Dated events

Occurred
Dec 31, 2024
Consultant changed
Advisory Services & Investments no longer appears on A•••••• C•••••••• H••••••• R••••••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)
Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Consultant changed
Advisory Services & Investments appears on A•••••• C•••••••• H••••••• R••••••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)
Form 5500observed 6 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:86417a89-5401-4546-8c0b-c9874444a06d
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.