DFX Intelligence
This firm's name, 4 more other clients and 15 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
0
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
No advisory client relationship on the tape.
Other roles
7 allocators
- Delong's, Inc. Pension Plan Trusteethrough Dec 31, 2025
- The Methodist Hospitals, Inc. Retirement Plan Trusteethrough Dec 31, 2024
- Custodianthrough Dec 31, 2024
+4 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
18 rows, $906,062 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Delong's, Inc. Pension Plan | 2025 | 21 27 50 71 | TRUSTEE | $93,851 |
| this firm | 2024 | 21 50 | NONE | $159,626 |
| Delong's, Inc. Pension Plan | 2024 | 21 27 50 71 | TRUSTEE | $91,208 |
+15 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
- Dec 31, 2023Consultant changedinferenceBlonder-Tongue Laboratories, Inc. Bargaining Unit Pension Planwith this firmaskebsa.dol.gov