This firm's name, 8 more advisory clients and 28 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
11
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
11 allocators

+8 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.

Schedule C rows
31 rows, $385,007 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Non-Contributory Retirement Program for Certain Employees of Blue Cross & Blue Shield of Mississippi202417CONSULTING$33,341
Non-Contributory Retirement Program for Certain Empl of Bcbs Wyoming202417CONSULTING$11,017
Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Florida Inc.202417CONSULTING$10,331

+28 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.

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