This firm's name, 1 more advisory client and 10 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
unclassified
No date on record · this record
Advisory clients on the tape
4
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
4 allocators

+1 more advisory client

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

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

Other roles
2 allocators
Schedule C rows
13 rows, $399,175 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
The Pension Plan for Insurance Organizations202410 21 50ACCOUNTANT$77,700
Neuroscience Group of Northeast Wisconsin, S.C. Cash Balance Plan202427$38,003
Upper Peninsula Power Company Retirement Plan202421 50NONE$8,650

+10 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
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