DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Foundation on the family office graph
Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built and rebuilt at most every 15 minutes.
Also named here, with no published line of their own (reach them through the firm): Janice M Moran (Chairman/Founding Dir./President), Susan Eccher (Director/Treasurer), Val Sousa Jr (Assistant Vice President), Melanie Burgess (Founding Dir./VP/Exec. Dir./Asst. Sec.), Thomas K Blanton (Founding Dir./Asst. Treas.), Dr Melvin T Stith (Founding Director), Lucia C Lopez (Director/Sec.), Irvin A Kiffin (Director), Dr Michael G Neam (Director).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan