DFX Intelligence
This firm's name, 31 more other clients and 86 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
- Laborers District Council of W PA Pension Fund General consultantthrough Dec 31, 2022 Form 5500
Other roles
34 allocators
- Pension Plan for Bargaining Group Hourly Employees of the Cambridge, Ohio Plant of Bluescope Coated Products, LLC Actuarythrough Dec 31, 2023
- Roofers Local Union No. 71 Pension Plan Actuarythrough Jun 30, 2023
- Windber Medical Center Retirement Plan Actuarythrough Jun 30, 2023
+31 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
89 rows, $3.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Plumbers Local 27 Pension Fund | 2024 | 11 | NONE | $48,413 |
| Ibew Local Union No. 237 Pension Plan | 2024 | 11 | ACTUARY | $38,437 |
| I.A.T.S.E. Local 3 Pension Plan | 2024 | 11 | NONE | $23,021 |
+86 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
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov