This firm's name, 89 more other clients, 196 more Schedule C rows and 11 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.

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Investment consultant

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
2
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
2 allocators
Other roles
92 allocators

+89 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
199 rows, $9.8M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Greer Retirement Plan202421 50NONE$277,041
Modine Manufacturing Company Frozen Pension Plan202421 24PARTY-IN-INTEREST$98,905
Minneapolis Retail Meat Cutters and Food Handlers Pension Fund202419 50NONE$94,063

+196 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

+11 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.

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