DFX Intelligence
This firm's name, 3 more other clients and 10 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
- A&w Energy Cash Balance Plan Actuarythrough Dec 31, 2023
- Retirement Plan for Employees of the Grand Royal Arch Chapter of Texas Actuarythrough Sep 30, 2023
- Biourja Renewables Cash Balance 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
13 rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Midflorida Credit Union Retirement Pension Plan | 2024 | 11 | enrolled actuary | |
| Retirement Plan of Louisiana Pigment Company, L.P. | 2024 | 11 | enrolled actuary | |
| A&w Energy Cash Balance Plan | 2024 | 11 | enrolled actuary |
+10 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.