DFX Intelligence
This firm's name, 7 more other clients and 22 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 Colorado
unclassified· CO
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
3
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
3 allocators
- California School Employees Association Retirement Plan Pension consultantthrough May 31, 2023 Form 5500
- Westmed Medical Group Cash Balance Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Colony Brands, Inc. Pension Plan General consultantthrough Dec 31, 2022 Form 5500
Other roles
10 allocators
- Buchalter Cash Balance Pension Plan Trusteethrough Sep 15, 2025
- The Steel Improvement Boilermakers & Blacksmiths Pension Plan Trusteethrough May 31, 2025
- PHH Pension Plan Trusteethrough Dec 31, 2023
+7 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
25 rows, $635,936 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Buchalter Cash Balance Pension Plan | 2025 | 15 21 | RECORDKEEPER | $8,236 |
| California School Employees Association Retirement Plan | 2024 | 17 21 | TRUSTEE | $63,848 |
| Maxxam Pension Plan | 2024 | 15 19 21 25 50 | TRUSTEE/CUSTODY | $33,248 |
+22 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.