This firm's name and 35 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.

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Investment consultant in California

unclassified· CA
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
Schedule C rows
38 rows, $10.4M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Ameren Retirement Plan202428 51 68 99NONE$1.2M
Danaher Corporation & Subsidiaries Pension Plan202428 51NONE$783,436
Jpmorgan Chase Retirement Plan202428 51 52 68NONE$386,965

+35 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.

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