This firm's name, 21 more other clients and 65 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.

Not an allocator

Not an allocator
Not an allocator
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
24 allocators

+21 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
68 rows, $6.5M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Heritage Family Federal Credit Union Defined Benefit Plan and Trust202511 12 15 18 50NONE$61,132
Texas Trust Credit Union Retirement Income Plan202411 12 15 17 18NONE$294,604
Rally Credit Union Defined Benefit Plan202411 12 13 15 17 18NONE$187,262

+65 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.

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