DFX Intelligence
This firm's name, 4 more other clients and 13 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
unclassified
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
7 allocators
- Arnot Ogden Medical Center Pension Plan for Afl-Cio Local 111 Actuarythrough Dec 31, 2024
- Defined Benefit Plan of Rochester Presbyterian Home Actuarythrough Dec 31, 2024
- Aomc Pension Plan for Non-Union Employees Actuarythrough Dec 31, 2024
+4 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
16 rows, $34,960 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Pension Plan for Employees of Jersey Shore Steel Company, Inc. | 2024 | 11 15 | ACTUARY/TPA | $14,750 |
| 2024 | 11 17 | WHOLLY OWNED SUBSIDIARY | $3,650 | |
| Defined Benefit Plan of Rochester Presbyterian Home | 2024 | 11 | enrolled actuary |
+13 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.