DFX Intelligence
This firm's name, 6 more other clients and 44 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 in Illinois
unclassified· IL
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
9 allocators
- Peoples National Bank of Kewanee Pension Plan Actuarythrough Dec 31, 2025
- WPS Pension Plan Actuarythrough Dec 31, 2025
- Oil-Dri Corporation of America Pension Plan Actuarythrough Jul 31, 2023
+6 more 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
47 rows, $2.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| WPS Pension Plan | 2025 | 11 13 50 | NONE | $205,187 |
| Peoples National Bank of Kewanee Pension Plan | 2025 | 11 | enrolled actuary | |
| WPS Pension Plan | 2025 | 11 | enrolled actuary |
+44 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
No dated events.