DFX Intelligence
This firm's name, 5 more other clients and 14 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
8 allocators
- Isabella Bank Corporation Employee Retirement Plan Custodianthrough Dec 31, 2025
- Merchants & Marine Bank Pension Plan Trusteethrough Oct 31, 2025
- Moridge Manufacturing, Inc. Employee's Pension Trust Trusteethrough May 31, 2025
+5 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
17 rows, $1.6M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Isabella Bank Corporation Employee Retirement Plan | 2025 | 19 21 | TRUSTEE CUSTODIAN | $10,411 |
| State Department Federal Credit Union Defined Benefit Pension Plan | 2024 | 21 | TRUSTEE | $155,500 |
| The Retirement Plan of Ridgewood Savings Bank | 2024 | 21 | TRUSTEE | $152,679 |
+14 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.