This firm's name, 18 more advisory clients, 32 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
21
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
21 allocators

+18 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
35 rows, $2.8M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
202416NONE$169,742
Sutter Health Retirement Plan202417 50NONE$82,490
The Boeing Company Employee Retirement Plan202416SERVICE PROVIDER$64,551

+32 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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