This firm's name, 3 more advisory clients, 17 more Schedule C rows and 2 more dated events

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Investment consultant in Massachusetts

unclassified· MA
unclassified
No date on record · this record
Advisory clients on the tape
6
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
6 allocators

+3 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
2 allocators
Schedule C rows
20 rows, $302,280 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
National Association of Government Employees and O Retirement Plan202428 51NONE$14,114
Totes Isotoner Corporation Employees' Pension Plan202427INVESTMENT ADVISOR$12,000
Moog Inc. Employees' Retirement Plan202428 50INVESTMENT MANAGEMENT$7,749

+17 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

+2 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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