This firm's name, 3 more advisory clients, 12 more Schedule C rows and 1 more dated event

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Investment consultant in Michigan

unclassified· MI
unclassified
No date on record · this record
Advisory clients on the tape
6
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
6 allocators

+3 more advisory 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
15 rows, $4.7M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Carpenters' Pension Trust Fund - Detroit and Vicinity202410 12 13 14 15 16 36 50NONE$1.1M
Pipefitters Local 636 Defined Benefit Pension Fund202410 12 13 14 15 16 36 50NONE$312,616
Plumbers Local No 98 Defined Benefit Pension Fund202410 12 13 14 15 16 36 50NONE$267,482

+12 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

+1 more dated event

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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