This firm's name, 2 more advisory clients, 46 more Schedule C rows and 2 more dated events

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Investment consultant

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
5
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
5 allocators

+2 more advisory 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
49 rows, $3.2M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund202417 50 72NONE$205,173
Joint Pension Fund of Local Union No 102202451NONE$136,325
Iue-Cwa Pension Plan202428 51NONE$132,619

+46 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

+2 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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