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AllocatorsInvestment consultantinstitutional manager

H Beck Inc

Allocators

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Search this name across graphsid dfx:al:dccc3b06-78b0-4aac-bcc2-7418806fee0e

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 3:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
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

H. BECK, INC.

Registered adviser · shared crd

Facts

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

Plan clients: 1Form 5500 Schedule C
Public clients: 0
Advisory clients: 1
Institutional RAUM: $24.8MForm ADV
Discretionary RAUM: $421M
Pension plan clients (ADV): 38
Recommended commitments: 0derived
Latest client year end: Dec 31, 2022
CRD: 1763

Plan clients

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

Plan	Role	From	To	Current	Evidence
State Department Federal Credit Union Defined Benefit Pension Plan	General consultant	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Advised by (1)

← State Department Federal Credit Union Defined Benefit Pension PlanPlanGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:dccc3b06-78b0-4aac-bcc2-7418806fee0e
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 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.