This firm's name

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Investment consultant in Florida

unclassified· FL
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
1 row, $8,906 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Elevator Division Retirement Benefit Plan202427INVESTMENT ADVISOR$8,906
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