This firm's name, 3 more advisory clients, 218 more other clients, 397 more Schedule C rows and 35 more dated events
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
- Principal Cash Balance Plan General consultantthrough Dec 31, 2023 Form 5500
- Oakwood Healthcare, Inc. Cash Balance Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Aviall, Inc. Retirement Plan General consultantthrough Dec 31, 2022 Form 5500
+3 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.
- Los Angeles County Employees Retirement Association Custodianthrough Jul 8, 2026
- AIR Canada U.S. Pension Plan Custodianthrough Dec 31, 2025
- Peterbilt Nashville - Local 1832 Uaw Retirement Custodianthrough Dec 31, 2025
+218 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.
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Liuna Staff and Affiliates Pension Fund | 2025 | 19 51 68 | NONE | $383,666 |
| Pipeline Industry Pension Fund | 2025 | 28 51 | NONE | $277,634 |
| AIR Canada U.S. Pension Plan | 2025 | 19 25 28 56 62 99 | NONE | $53,133 |
+397 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.
- with this firmlacera.gov
- Dec 31, 2024Manager relationship startedwith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
+35 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.