DFX Intelligence
This firm's name and 1 more Schedule C row
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 New Jersey
unclassified· NJ
No date on record · this record
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
- Dtts Pension Plan General consultantthrough May 31, 2023 Form 5500
Other roles
1 allocator
- PMC Consolidated Pension Plan Covering Certain Employee Groups Actuarythrough Dec 31, 2022
Schedule C rows
4 rows, $416,527 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Dtts Pension Plan | 2024 | 16 50 | NONE | $119,064 |
| Dtts Pension Plan | 2023 | 16 50 | NONE | $79,256 |
| PMC Consolidated Pension Plan Covering Certain Employee Groups | 2022 | 11 | NONE | $159,553 |
+1 more Schedule C row
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.