This firm's name and 15 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
2
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
2 allocators
Schedule C rows
18 rows, $7.8M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Pension Plan for Employees at Ornl202428 52NONE$1.6M
Martin Marietta Pension Plan202428 51NONE$913,047
American Express Retirement Plan202428 51SERVICE PROVIDER$471,688

+15 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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