DFX Intelligence
This firm's name
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
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 Plan for Employees of A.M. Castle & Co. Investment adviser (plan)through Dec 31, 2023 Form 5500
Schedule C rows
2 rows, $37,500 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Pension Plan for Employees of A.M. Castle & Co. | 2024 | 27 50 | INVESTMENT ADVISORY | $30,000 |
| Pension Plan for Employees of A.M. Castle & Co. | 2023 | 27 50 | INVESTMENT ADVISORY | $7,500 |
What changed
- Risk Strategies appears on Pension Plan for Employees of A.M. Castle & Co.'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with this firmaskebsa.dol.gov