DFX Intelligence

This firm's name, 1 more advisory client and 5 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

Schedule C, ACFR

Public-system clients

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

BAC Local No. 1 Washington Pension Trust General consultantthrough Dec 31, 2023 Form 5500
Western Glaziers Retirement Plan General consultantthrough Jun 30, 2023 Form 5500
Laborers Agc Pension Trust of Montana General consultantthrough Mar 31, 2023 Form 5500

+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.

Schedule C rows

8 rows, $246,481 direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
BAC Local No. 1 Washington Pension Trust	2024	16 22 50 53	NONE	$41,096
Laborers Agc Pension Trust of Montana	2024	16 22 53	NONE	$38,763
BAC Local No. 1 Washington Pension Trust	2023	16 22 50 53	NONE	$40,407

+5 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