DFX Intelligence
This firm's name, 6 more other clients and 14 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 California
unclassified· CA
No date on record · this record
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
- Diocese of Youngstown Retirement Income Plan Investment adviser (plan)through Jun 30, 2025 Form 5500
Other roles
9 allocators
- Rndc Hourly Warehousemen & Drivers Pension Plan Trusteethrough Jun 30, 2025
- Connecticut Legal Services, Inc. Defined Benefit Pension Plan Directed trusteethrough Dec 31, 2024
- Gyrus Acmi, Inc. Pension Plan - Norwalk Union Employees Directed trusteethrough Dec 31, 2024
+6 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
17 rows, $396,163 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Ohio Aluminum Industries, Inc. Union Employees Defined Benefit Pension Plan | 2024 | 21 | NONE | $83,966 |
| Rndc Hourly Warehousemen & Drivers Pension Plan | 2024 | 21 25 50 | TRUSTEE | $19,802 |
| Diocese of Youngstown Retirement Income Plan | 2024 | 26 27 28 33 50 51 52 59 62 71 72 | NONE | $18,659 |
+14 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.