DFX Intelligence
This firm's name, 3 more other clients and 9 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 in Ohio
unclassified· OH
No date on record · this record
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
6 allocators
- Cash Balance Retirement Plan for Non-Union Employees of Butler Memorial Hospital Trusteethrough Dec 31, 2024
- Vocational Guidance Services Pension Plan Trusteethrough Dec 31, 2023
- Atlas Tool, Inc. Retirement Plan Trusteethrough Sep 30, 2023
+3 more 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
12 rows, $1.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan | 2024 | 19 50 68 | NONE | $156,348 |
| Cash Balance Retirement Plan for Non-Union Employees of Butler Memorial Hospital | 2024 | 14 21 | PLAN ADMIN | $146,292 |
| Bakery, Confectionery, Tobacco Workers and Grain Millers International Union Employees' Pension Plan | 2024 | 19 28 50 51 | NONE | $132,027 |
+9 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.
What changed
No dated events.