DFX Intelligence
This firm's name, 14 more other clients and 52 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.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Investment consultant
unclassified
No date on record · this record
unclassified
No date on record · this record
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
- Secura Employees' Pension Plan ActuaryInvestment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
17 allocators
- Duncan Employees Security Plan Actuarythrough Dec 31, 2025
- Nuclear Energy Institute, Inc. Employees Pension Plan Actuarythrough Dec 31, 2024
- The Johnstown Tribune Publishing Company Bargaining Pension Plan Actuarythrough Sep 30, 2023
+14 more clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Schedule C rows
55 rows, $1.7M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Duncan Employees Security Plan | 2025 | 11 15 50 64 | NONE | $60,500 |
| Employees' Retirement Plan of Galion Community Hospital | 2024 | 11 | NONE | $203,508 |
| Nuclear Energy Institute, Inc. Employees Pension Plan | 2024 | 11 | NONE | $143,864 |
+52 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
What changed
- Dec 31, 2023Manager relationship endedinferenceAmerican Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereofwith this firmaskebsa.dol.gov