This firm's name and 3 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.

Not an allocator

Not an allocator
Not an allocator
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
6 rows, $321,051 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Hilton Hotels Retirement Plan202428 34 50 51NONE$52,308
Shell Pension Plan202417 50NONE$13,190
Hilton Hotels Retirement Plan202328 34 50 51NONE$75,716

+3 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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