This firm's name

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Investment consultant

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
1
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
1 allocator
Schedule C rows
2 rows, $49,619 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Retirement Plan for Employees of Uja-Federation202316 50NONE$19,494
Retirement Plan for Employees of Uja-Federation202216 50NONE$30,125
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