DFX Intelligence

This firm's name, 1 more advisory client and 5 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

unclassified

No date on record · this record

unclassified

No date on record · this record

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

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

4 allocators

Howard Miller - Hekman Defined Benefit Pension Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
Concentric Rockford Inc. Employees' Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
United Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500

+1 more advisory client

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

8 rows

Plan	Plan year	Codes	Relationship as filed
Million Dollar Round Table Retirement Plan	2024	27 99	INVESTMENT ADVISORY
Concentric Rockford Inc. Employees' Pension Plan	2024	27 99	INVESTMENT ADVISORY
Howard Miller - Hekman Defined Benefit Pension Plan	2023	27 99	INVESTMENT ADVISORY

+5 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