This firm's name

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Investment consultant in Washington

unclassified· WA
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
1 allocator
Schedule C rows
3 rows, $34,130 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Wynne Building Corporation Employees' Pension Trust202411 17NONE$34,130
Wynne Building Corporation Employees' Pension Trust202411enrolled actuary
Wynne Building Corporation Employees' Pension Trust202311enrolled actuary
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