This firm's name, 106 more other clients, 323 more Schedule C rows and 35 more dated events

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
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
109 allocators

+106 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
326 rows, $17.9M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
National Electrical Benefit Fund202519 51 52NONE$182,637
Pension Fund of Heat and Frost Insulators Local 12202519 51 52NONE$15,422
Consolidated Retirement Plan202418 19 51 52OWNED BY PARTY-IN-INT$777,123

+323 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

+35 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.

Ask DFX