DFX Intelligence
This firm's name, 54 more other clients and 180 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
57 allocators
- Brewery Conference/anheuser-Busch Defined Benefit Pension Plan Trusteethrough Sep 30, 2024
- Municipal Employees Credit Union of Baltimore Defined Benefit Plan Actuarythrough Dec 31, 2023
- Princeton Community Hospital Pension Plan Actuarythrough Dec 31, 2023
+54 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
183 rows, $8.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Standard Chartered Bank Retirement Account Plan | 2024 | 11 15 62 64 | RETAINED BY EMPLOYER | $209,136 |
| U. a. Local 38 Defined Benefit Pension Plan | 2024 | 28 51 | NONE | $45,150 |
| Municipal Employees Credit Union of Baltimore Defined Benefit Plan | 2024 | 11 15 62 64 | RETAINED BY EMPLOYER | $29,494 |
+180 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
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov