DFX Intelligence
This firm's name, 2 more other clients and 17 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
5 allocators
- Estwing Manufacturing Company, Inc. Pension Plan Actuarythrough Dec 10, 2023
- ADA S. Mckinley Community Services, Inc. Retirement Income Plan Actuarythrough Jun 30, 2023
- Water Saver Faucet Co. Union Employees Pension Plan & Trust Actuarythrough Jun 30, 2023
+2 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
20 rows, $225,657 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| ADA S. Mckinley Community Services, Inc. Retirement Income Plan | 2024 | 11 | ACTUARIAL SERVICES | $40,168 |
| Retirement Plan for the Employees of Hias, Inc. | 2024 | 11 | ACTUARIAL | $30,407 |
| Water Saver Faucet Co. Union Employees Pension Plan & Trust | 2024 | 11 | enrolled actuary |
+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
No dated events.