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 Wisconsin
unclassified· WI
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
- Mississippi Polymers, Inc. Retirement Plan for Bargaining Unit Employees Trusteethrough Dec 31, 2023
- Little Rapids Corporation Employees' Pension Plan Custodianthrough Dec 31, 2022
Schedule C rows
4 rows, $154,038 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Little Rapids Corporation Employees' Pension Plan | 2024 | 19 27 33 71 72 | NONE | $19,672 |
| Mississippi Polymers, Inc. Retirement Plan for Bargaining Unit Employees | 2023 | 21 | NONE | $95,423 |
| Little Rapids Corporation Employees' Pension Plan | 2023 | 19 27 33 71 72 | NONE | $18,778 |
+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.