DFX Intelligence
This firm's name, 21 more other clients and 89 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
24 allocators
- Anesthesia Practice Consultants, P.C. Defined Benefit Pension Plan Actuarythrough Dec 31, 2023
- Detroit Typo. No. 18 With Det. Newspaper Pub. Ret. Inc. Plan Actuarythrough Dec 31, 2023
- Michigan Sugar Company and Bakery, Confectionary, Tobacco Workers & Grain Millers, Afl-Cio Actuarythrough Sep 30, 2023
+21 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
92 rows, $1.6M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Sheet Metal Workers Local 7, Zone 2 Pension Plan | 2024 | 11 50 | NONE | $130,623 |
| Canteen Services, Inc. Pension Plan | 2024 | 11 50 | NONE | $98,378 |
| Retirement Benefit Plan of Gciu Detroit Newspaper Union 13n With Detroit Area Newspaper Publishers | 2024 | 11 50 | NONE | $68,712 |
+89 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.