This firm's name, 24 more advisory clients, 216 more Schedule C rows and 35 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Investment consultant in Rhode Island

unclassified· RI
unclassified
No date on record · this record
Advisory clients on the tape
27
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
27 allocators

+24 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.

Other roles
3 allocators
Schedule C rows
219 rows, $43.1M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
American Savings Bank Retirement Plan202528 51 52 68NONE$207,629
Amica Pension Fund202427 50NONE$1.1M
The Bank of America Pension Plan202428 50 51 71NONE$1.1M

+216 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

+35 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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