This firm's name

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Investment consultant in North Carolina

unclassified· NC
unclassified
No date on record · this record
Advisory clients on the tape
1
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
1 allocator
  • Pension consultantthrough Sep 30, 2024 Form 5500
Schedule C rows
2 rows, $482,466 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
202410 15 17 36 38 49 50AFFILIATED SERVICE FUND$228,298
202310 15 17 36 38 49 50AFFILIATED SERVICE FUND$254,168
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