DFX Intelligence
This firm's name and 1 more Schedule C row
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 Ohio
unclassified· OH
No date on record · this record
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
2 allocators
- Local No. 8 Retirement Fund Actuarythrough Dec 31, 2024
- Sheet Metal Workers Local 98 Pension Fund Actuarythrough Dec 31, 2022
Schedule C rows
4 rows, $399,253 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Sheet Metal Workers Local 98 Pension Fund | 2024 | 11 | PARTY-IN-INTEREST | $112,623 |
| Local No. 8 Retirement Fund | 2024 | 11 50 | NONE | $39,500 |
| Sheet Metal Workers Local 98 Pension Fund | 2023 | 11 | PARTY-IN-INTEREST | $109,266 |
+1 more Schedule C row
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.