This firm's name and 1 more Schedule C row

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 New York

unclassified· NY
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
1 allocator
Schedule C rows
4 rows, $226,927 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Defined Benefit Pension Plan of Courage Center202511 12 15 22PARTY-IN INTEREST$49,772
Defined Benefit Pension Plan of Courage Center202411 12 15 22PARTY-IN INTEREST$42,391
Defined Benefit Pension Plan of Courage Center202311 12 15 22PARTY-IN INTEREST$81,880

+1 more Schedule C row

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.
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