DFX Intelligence
This firm's name, 6 more other clients and 13 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 in Iowa
unclassified· IA
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
1
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
No advisory client relationship on the tape.
Other roles
9 allocators
- Minnesota State Board of Investment Custodianthrough Jun 30, 2025
- Wakemed Pension Plan Trusteethrough Dec 31, 2024
- AS America Brands, Inc. Pension Plan Trusteethrough Dec 31, 2023
+6 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
16 rows, $570,636 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Wakemed Pension Plan | 2024 | 21 49 50 | NONE | $74,940 |
| Concrete Block Employers Pension Plan | 2024 | 19 27 28 | NONE | $41,174 |
| AS America Brands, Inc. Pension Plan | 2024 | 21 50 | NONE | $33,636 |
+13 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