This firm's name, 7 more advisory clients, 16 more Schedule C rows and 3 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
10
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
10 allocators

+7 more advisory 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
19 rows, $237,495 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Jpmorgan Chase Retirement Plan202416 50NONE$35,650
The Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, Afl-Cio202416 49 50NONE$8,850
American Airlines, Inc. Pilot Retirement Benefit Program202416 49 50NONE$6,000

+16 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

+3 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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