This firm's name, 22 more Schedule C rows and 6 more dated events

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Investment consultant in Wisconsin

unclassified· WI
unclassified
No date on record · this record
Advisory clients on the tape
3
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
3 allocators
Other roles
1 allocator
Schedule C rows
25 rows, $3.7M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
HB Performance Systems, Inc. Defined Benefit Plan202527 50INVESTMENT ADVISORY$5,023
Afl-Cio Staff Retirement Plan202428 51 68NONE$333,861
NEW England Health Care Employees Pension Plan202428 51 72NONE$328,604

+22 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

+6 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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