DFX Intelligence
This firm's name, 1 more other client and 7 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
4 allocators
- Retirement Plan for Salaried Employees of the Hillman Company Trusteethrough Dec 31, 2025
- Capital Blue Cross Retirement Plan Trusteethrough Dec 31, 2023
- Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania Trusteethrough Jun 30, 2023
+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
10 rows, $420,891 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Retirement Plan for Salaried Employees of the Hillman Company | 2025 | 21 | NONE | $19,561 |
| Retirement Plan for Salaried Employees of the Hillman Company | 2024 | 21 | NONE | $58,582 |
| Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund | 2024 | 19 28 | NONE | $49,399 |
+7 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
- with this firmaskebsa.dol.gov