DFX Intelligence
This firm's name
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 Florida
unclassified· FL
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
3 allocators
- Ampex Consolidated Retirement Plan Actuarythrough Dec 31, 2024
- Operating Engineers' Local 324 Pension Fund Actuarythrough Apr 30, 2023
- Laborers District Council Pension and Disability Trust Fund No. 2 Actuarythrough Dec 31, 2022
Schedule C rows
3 rows, $97,598 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Ampex Consolidated Retirement Plan | 2024 | 11 | ACTUARY | $9,445 |
| Operating Engineers' Local 324 Pension Fund | 2022 | 11 17 50 | NONE KNOWN | $75,403 |
| Laborers District Council Pension and Disability Trust Fund No. 2 | 2022 | 11 50 | $12,750 |
What changed
- with this firmaskebsa.dol.gov