DFX Intelligence
This firm's name, 5 more other clients 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
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
8 allocators
- SAN Diego Electrical Pension Plan Actuarythrough Sep 30, 2025
- B.A.C. Local No. 3 Pension Plan Actuarythrough Jun 30, 2025
- Washington-Idaho Cement Masons Employers Retirement Trust Fund Actuarythrough May 31, 2025
+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
8 rows, $654,881 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Hecla Mining Company Restated Retirement Plan | 2024 | 11 13 | NONE | $270,431 |
| SAN Diego Electrical Pension Plan | 2024 | 11 | ACTUARY | $113,552 |
| Northern California Plastering Industry Pension Plan | 2024 | 11 50 | NONE | $66,250 |
+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
No dated events.