DFX Intelligence
This firm's name, 1 more other client and 18 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 New Jersey
unclassified· NJ
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
1
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
1 allocator
- Composition Roofers Local #4 Pension Plan Pension consultantthrough Oct 31, 2023 Form 5500
Other roles
4 allocators
- Wine and Liquor Salesmen of Nj Retirement Plan Actuarythrough Dec 31, 2025
- Ufcw Union Local 1049 Retirement Fund Actuarythrough Dec 31, 2025
- U.T.W.A. N.J. Union Employer Pension Plan Actuarythrough Dec 31, 2022
+1 more client
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
21 rows, $910,218 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Ufcw Local 50 Pension Fund | 2025 | 13 51 | NONE | $57,795 |
| Wine and Liquor Salesmen of Nj Retirement Plan | 2025 | 11 14 | NONE | $48,561 |
| Ufcw Union Local 1049 Retirement Fund | 2025 | 11 14 | NONE | $23,973 |
+18 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.