DFX Intelligence
This firm's name, 2 more other clients and 21 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
5 allocators
- Alabama Council on Human Relations, Inc. Defined Benefit Pension Plan Actuarythrough May 31, 2023
- Retirement Plan of Easter Seals Alabama, Inc. Actuarythrough Dec 31, 2022
- Citizens Bank Employees' Retirement Plan Actuarythrough Dec 31, 2022
+2 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
24 rows, $152,575 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Retirement Plan of Easter Seals Alabama, Inc. | 2024 | 11 13 50 | ACTUARY | $23,130 |
| Citizens Bank Employees' Retirement Plan | 2024 | 11 | NONE | $13,830 |
| Alabama Council on Human Relations, Inc. Defined Benefit Pension Plan | 2024 | 11 | NONE | $6,050 |
+21 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.