DFX Intelligence
This firm's name, 9 more other clients and 9 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
12 allocators
- Zoological Society of San Diego Restated Pension Plan for Non-Union Employees Actuarythrough Dec 31, 2024
- Zoological Society of San Diego Restated Pension Plan for Union Employees Actuarythrough Dec 31, 2024
- R.B. Pamplin Corporation and Subsidiaries Pension Plan and Trust Actuarythrough Dec 31, 2024
+9 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
12 rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Zoological Society of San Diego Restated Pension Plan for Non-Union Employees | 2024 | 11 | enrolled actuary | |
| Zoological Society of San Diego Restated Pension Plan for Union Employees | 2024 | 11 | enrolled actuary | |
| R.B. Pamplin Corporation and Subsidiaries Pension Plan and Trust | 2024 | 11 | enrolled actuary |
+9 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.