DFX Intelligence
This firm's name, 2 more other clients and 16 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 West Virginia
unclassified· WV
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
- Local No. 171 Pension Plan Investment adviser (plan)through Sep 30, 2024 Form 5500
Other roles
5 allocators
- Swanson Industries, Inc. Pension Plan Trusteethrough Jun 30, 2023
- Hagerstown Motor Carriers and Teamsters Pension Plan Custodianthrough Jun 30, 2023
- West Virginia Laborers Pension Trust Fund Custodianthrough Mar 31, 2023
+2 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
19 rows, $2.1M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| 2024 | 24 50 | TRUSTEE | $371,223 | |
| West Virginia Laborers Pension Trust Fund | 2024 | 19 | CUSTODIAN | $143,772 |
| Swanson Industries, Inc. Pension Plan | 2024 | 21 | NONE | $21,660 |
+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
- with this firmaskebsa.dol.gov