This firm's name, 8 more other clients, 32 more Schedule C rows and 4 more dated events

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Investment consultant in Maryland

unclassified· MD
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
Other roles
11 allocators

+8 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
35 rows, $541,441 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Ibew 648 Pension Plan202421NONE$41,108
Laborers Pension Fund202419 28INVESTMENTS$28,233
Studio Mechanics Local 476 Iatse Retirement Plan202419 50INVESTMENT HOLDINGS$27,263

+32 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

+4 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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