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
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
1 allocator
- Defined Benefit Pension Plan of United Way of Greater Cleveland Trusteethrough Dec 31, 2022
Schedule C rows
3 rows, $24,557 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Defined Benefit Pension Plan of United Way of Greater Cleveland | 2024 | 10 13 21 28 50 59 99 | TRUSTEE | $8,133 |
| Defined Benefit Pension Plan of United Way of Greater Cleveland | 2023 | 10 13 21 28 50 59 99 | TRUSTEE | $7,919 |
| Defined Benefit Pension Plan of United Way of Greater Cleveland | 2022 | 10 13 21 28 50 59 99 | TRUSTEE | $8,505 |
What changed
No dated events.