This firm's name, 23 more other clients, 154 more Schedule C rows and 26 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 in Maryland
- Ibew Local 269 Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Midwest Pension Plan Trusteethrough Dec 31, 2025
- Central States Joint Board and Allied Organizations Staff Pension Plan Trusteethrough Aug 31, 2025
- Smart Local 265 Pension Fund Trusteethrough Jun 30, 2025
+23 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 |
|---|---|---|---|---|
| Midwest Pension Plan | 2025 | 21 28 51 | NONE | $148,254 |
| Local 91 Pension Fund | 2025 | 28 | NONE | $50,024 |
| Teamsters Local 639 - Employers Pension Trust Fund | 2024 | 28 51 | NONE | $477,605 |
+154 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 firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedPainters and Allied Trades District Council No. 35 Pension Fundwith this firmaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedLocals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Planwith this firmaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedMinnesota & North Dakota Bricklayers and Allied Craftworkers Pension Fundwith this firmaskebsa.dol.gov
+26 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.