DFX Intelligence
This firm's name, 1 more other client and 2 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 Pennsylvania
unclassified· PA
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
- Hagerstown Motor Carriers and Teamsters Pension Plan Actuarythrough Jun 30, 2025
- Bindery Industry Pension Plan Actuarythrough Dec 31, 2024
- Retirement Fund of the Fur Manufacturing Industry Actuarythrough Dec 31, 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
5 rows, $42,315 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Retirement Fund of the Fur Manufacturing Industry | 2024 | 11 50 | NONE | $9,159 |
| Bindery Industry Pension Plan | 2024 | 11 | enrolled actuary | |
| Hagerstown Motor Carriers and Teamsters Pension Plan | 2024 | 11 | enrolled actuary |
+2 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.