DFX Intelligence
This firm's name, 34 more other clients and 35 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
37 allocators
- Maher Terminals LLC Pension Trust Actuarythrough Dec 31, 2025
- Employees Retirement Plan of Si Group, Inc. Actuarythrough Sep 30, 2025
- Gridiron Fiber Retirement Plan Actuarythrough Jun 30, 2025
+34 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
38 rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Maher Terminals LLC Pension Trust | 2025 | 11 | enrolled actuary | |
| Fourth Edition Inc. Pension Plan | 2024 | 11 | enrolled actuary | |
| Y-12 Federal Credit Union Cash Balance Retirement Pension Plan | 2024 | 11 | enrolled actuary |
+35 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.