This firm's name, 2 more other clients and 8 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 in Michigan

unclassified· MI
unclassified
No date on record · this record
Advisory clients on the tape
2
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
2 allocators
Other roles
5 allocators

+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
11 rows, $908,599 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Carpenters' Pension Trust Fund - Detroit and Vicinity202411 19 27 28 31 33 50 51NONE$312,666
Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan202416 22 53NONE$64,177
Metal Trades Branch Local 638 Pension Fund202423 51NONE$29,245

+8 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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