This firm's name, 13 more advisory clients, 471 more other clients, 397 more Schedule C rows and 24 more dated events

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Investment consultant

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
17
Schedule C, ACFR
Public-system clients
5
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
16 allocators

+13 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
474 allocators

+471 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
400 rows, $46.8M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Retirement Plan for Employees of Puget Sound Energy, Inc.202511 13 15 38 50 64NONE$566,849
The New York Community Trust Retirement Plan202511 15 50NONE$109,807
Paccar Inc Retirement Plan202511 15 50ACTUARY$103,889

+397 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

+24 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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