This firm's name and 6 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.

Not an allocator

Not an allocator
Not an allocator
No date on record · this record
Advisory clients on the tape
3
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
3 allocators
Other roles
1 allocator
Schedule C rows
9 rows, $80,299 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Petroleum Heat and Power Co., Inc. Retirement Plan202413 27 29 50CONTRACT ADMINISTRATOR$15,085
Tegna Retirement Plan202429 51NONE$12,396
Employees Retirement Plan of St. Barnabas Hospital and Affiliates202417 29 50NONE$8,522

+6 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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