DFX Intelligence
This firm's name and 2 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
3 allocators
- Corry Jamestown and Holga Pension Plan B Actuarythrough Dec 31, 2023
- Lake Shore, Inc. Steelworkers Pension Plan Actuarythrough Nov 30, 2023
- Retirement Plan for Employees of U.S. Epperson Underwriting Company Actuarythrough Dec 31, 2022
Schedule C rows
5 rows, $145,805 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Retirement Plan for Employees of U.S. Epperson Underwriting Company | 2023 | 11 | NONE | $55,900 |
| Lake Shore, Inc. Steelworkers Pension Plan | 2023 | 11 15 | NONE | $13,800 |
| Corry Jamestown and Holga Pension Plan B | 2023 | 11 50 | N/A | $9,555 |
+2 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
No dated events.