DFX Intelligence
This firm's name, 20 more other clients and 40 more Schedule C rows
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 Pennsylvania
unclassified· PA
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
23 allocators
- United Food and Commercial Workers Unions and Employers Pension Plan Actuarythrough Oct 31, 2025
- Painters District Council No. 3 Pension Fund Actuarythrough Sep 30, 2025
- SIU Pacific District Pension Plan Actuarythrough Jul 31, 2025
+20 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.
Schedule C rows
43 rows, $1.5M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Western Pennsylvania Teamsters and Employers Pension Fund | 2024 | 11 50 | NONE | $229,408 |
| Pottstown Memorial Medical Center Retirement Income Plan | 2024 | 11 49 | ACTUARY | $98,557 |
| Pension Plan of Local 47 Bricklayers and Allied Craftman | 2024 | 11 17 | ACTUARY | $88,975 |
+40 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.
What changed
No dated events.