DFX Intelligence
This firm's name, 28 more other clients and 91 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
31 allocators
- SAN Diego Blood Bank Restated Pension Plan Actuarythrough Jun 30, 2025
- Misa Imports, Inc. Cash Balance Plan Actuarythrough Dec 31, 2024
- WRA Architects, Inc. Cash Balance Plan Actuarythrough Dec 31, 2024
+28 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
94 rows, $973,794 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| PHH Pension Plan | 2024 | 11 50 | NONE | $105,902 |
| Ethosenergy Pension Plan for Union Employees | 2024 | 11 | NONE | $95,033 |
| SGS North America Inc. Pension Plan | 2024 | 11 | NONE | $79,102 |
+91 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.