DFX Intelligence
This firm's name and 4 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
No date on record · this record
Not an allocator
No date on record · this record
Advisory clients on the tape
2
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
2 allocators
- Signature Healthcare Retirement Plan C General consultantthrough Jul 31, 2025 Form 5500
- Signature Healthcare Retirement Plan General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
7 rows, $484,506 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Signature Healthcare Retirement Plan C | 2025 | 16 | NONE | $19,878 |
| Signature Healthcare Retirement Plan C | 2024 | 16 | NONE | $86,302 |
| Signature Healthcare Retirement Plan | 2024 | 16 | NONE | $76,223 |
+4 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.