DFX Intelligence
This firm's name
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
unclassified
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
2 allocators
- Iron Workers District Council of So Oh & Vicinity Pension Trust Custodianthrough Jan 31, 2023
- Northwest Ohio Area Industries Uaw Retirement Income Plan Directed trusteethrough Dec 31, 2022
Schedule C rows
2 rows, $22,206 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Northwest Ohio Area Industries Uaw Retirement Income Plan | 2025 | 25 | NONE | $16,706 |
| Iron Workers District Council of So Oh & Vicinity Pension Trust | 2022 | 10 19 50 59 99 | NONE | $5,500 |
What changed
No dated events.