This firm's name, 4 more advisory clients, 6 more Schedule C rows and 2 more dated events

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Investment consultant in Pennsylvania

unclassified· PA
unclassified
No date on record · this record
Advisory clients on the tape
7
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
7 allocators

+4 more advisory 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
9 rows, $269,926 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Bricklayers Local No. 8 Pension Fund202427 51NONE$75,833
Ibew Local 129 Pension Fund Pension Plan202427 51NONE$43,333
Ohio Local No 1 Operative Plasterers and Cement Masons Pension Fund202427 51NONE$26,260

+6 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

+2 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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