This firm's name, 1 more other client, 24 more Schedule C rows and 16 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 in Nevada

unclassified· NV
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
4 allocators

+1 more client

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
27 rows, $2.5M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Truck Drivers & Helpers Local Union No. 355 Retirement Plan202421 28 52INVESTMENT MANAGER$261,324
Indiana Laborers Pension Fund202428NONE$251,884
Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan202451NONE$20,489

+24 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

+16 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