This firm's name, 2 more advisory clients and 11 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
unclassified
No date on record · this record
Advisory clients on the tape
5
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
5 allocators

+2 more advisory 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.

Other roles
1 allocator
Schedule C rows
14 rows, $957,811 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Contract Cleaners Service Employees' Pension Plan202419 27 33NONE$141,918
Farm Bureau Employees' Retirement Plan202427 50INVESTMENT ADVISORY$80,000
Knape & Vogt Manufacturing Company Pension Plan202427 99INVESTMENT ADVISOR$34,545

+11 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
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