DFX Intelligence
This firm's name, 3 more other clients and 20 more Schedule C rows
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
unclassified
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
6 allocators
- Middleby Marshall, Inc. Retirement Plan Actuarythrough Nov 30, 2023
- Culver Educational Foundation Retirement Plan Actuarythrough Jun 30, 2023
- Bancomer, S.A. United States Agencies and Branches Retirement Plan Actuarythrough Dec 31, 2022
+3 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
23 rows, $572,743 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Culver Educational Foundation Retirement Plan | 2024 | 11 | NONE | $199,165 |
| Star Manufacturing Salaried & Non-Union Hourly Employees Defined Benefit Pension Plan | 2024 | 11 | NONE | $58,563 |
| Star Manufacturing Salaried & Non-Union Hourly Employees Defined Benefit Pension Plan | 2024 | 11 | enrolled actuary |
+20 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
No dated events.