This firm's name, 2 more advisory clients, 2 more Schedule C rows and 1 more dated event

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Investment consultant

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
5
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
5 allocators

+2 more advisory 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
5 rows, $168,000 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Cambridge-Lee Industries, Inc. Employees Retirement Plan202427NONE$20,000
Swisslog Retirement Income Plan for Salaried Employees202427 50INVESTMENT ADVISORY$18,000
The Pension Plan for Insurance Organizations202427 50INVESTMENT ADVISORY$5,000

+2 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

+1 more dated event

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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