This firm's name, 16 more advisory clients and 45 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
19
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
19 allocators

+16 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
48 rows, $314,505 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Floridacentral Credit Union Cash Balance Retirement Pension Plan202520 27 51NONE$3,231
Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan202415 17 50NONE$23,723
United Nations Federal Credit Union Cash Balance Retirement Pension Plan202420 27 51NONE$19,805

+45 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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