This firm's name

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Investment consultant in Illinois

unclassified· IL
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
  • General consultantthrough Sep 30, 2023 Form 5500
Schedule C rows
3 rows, $93,375 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
202413 15 16 38 50UNION LOCAL$31,500
202313 15 16 38 50UNION LOCAL$31,500
202213 15 16 38 50UNION LOCAL$30,375
What changed
No dated events.
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