This firm's name, 7 more advisory clients and 37 more Schedule C rows

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Investment consultant in Ohio

unclassified· OH
unclassified
No date on record · this record
Advisory clients on the tape
10
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
10 allocators

+7 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
40 rows, $2.0M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Scripps/journal Pension Plan202417 50CONSULTANT$124,032
Greif Pension Plan202417 27 50NONE$122,514
Pension Plan of North Carolina Baptist Hospital202417 50NONE$91,530

+37 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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