DFX Intelligence
This firm's name, 4 more other clients and 9 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
- I.B.E.W. Local 38 Pension Plan Custodianthrough Apr 30, 2024
- Ibew Local No. 236 Pension Plan Custodianthrough Jun 30, 2023
- Retirement Income Plan for Grandview Hospital and Medical Center Trusteethrough Dec 31, 2022
+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
12 rows, $645,221 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Little Falls Hospital Employee Retirement Plan | 2024 | 19 20 | NONE | $65,256 |
| Tribal Casino Gaming Enterprise Retirement Plan | 2024 | 13 19 21 99 | NONE | $27,847 |
| Ibew Local No. 236 Pension Plan | 2023 | 19 59 | NONE | $173,614 |
+9 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
- with this firmaskebsa.dol.gov