This firm's name and 10 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
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
1 allocator
Schedule C rows
13 rows, $2.0M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Ecolab Pension Plan202418 19 28 51NONE$140,020
Retirement Plan for Employees of Texas Scottish Rite Hospital for Children202428INVESTMENT MANAGER$126,244
The Albany Medical Center Retirement Plan202428 51NONE$22,023

+10 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
Ask DFX