DFX Intelligence
This firm's name
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 Florida
unclassified· FL
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
2
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
2 allocators
- Operative Plasterers and Cement Masons Local No. 109 Pension Plan General consultantPension consultantthrough Apr 30, 2024 Form 5500
- Cement Masons Local No. 886/404 Pension Plan Investment adviser (plan)through Jun 30, 2023 Form 5500
Schedule C rows
3 rows, $108,650 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Operative Plasterers and Cement Masons Local No. 109 Pension Plan | 2023 | 16 | INVESTMENT CONSULTANT | $42,000 |
| Operative Plasterers and Cement Masons Local No. 109 Pension Plan | 2022 | 17 | INVESTMENT CONSULTANT | $42,000 |
| Cement Masons Local No. 886/404 Pension Plan | 2022 | 27 | INVESTMENT CONSULTANT | $24,650 |
What changed
- Dec 31, 2024Consultant changedinferenceOperative Plasterers and Cement Masons Local No. 109 Pension Plan