This firm's name and 14 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.

Not an allocator

Not an allocator
Not an allocator
No date on record · this record
Advisory clients on the tape
3
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
3 allocators
Other roles
3 allocators
Schedule C rows
17 rows, $676,733 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Amsted Industries Incorporated Defined Benefit Pension Plan202421 28 50 51 62NONE$64,195
Pension Plan for Employees of Evraz Inc. Na202427NONE$54,509
Pension Plan for Bargaining Employees of Evraz Rocky Mountain Steel202427NONE$50,713

+14 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.
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