This firm's name, 1 more advisory client, 5 more other clients, 213 more Schedule C rows and 29 more dated events

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Investment consultant in Ohio

unclassified· OH
unclassified
No date on record · this record
Advisory clients on the tape
4
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
4 allocators

+1 more advisory 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.

Other roles
8 allocators

+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
216 rows, $26.3M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Pension Fund of Heat and Frost Insulators Local 12202528 51NONE$127,802
I.B.E.W. Local No. 728 Pension Fund202528 62 68NONE$92,409
Midwest Pension Plan202528 51NONE$67,195

+213 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

+29 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.

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