DFX Intelligence
This firm's name and 1 more Schedule C row
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
3 allocators
- Wood Wire and Metal Lathing Ind. General Pension Plan & General Pension Fund Actuarythrough Dec 31, 2022
- Bindery Industry Pension Plan Actuarythrough Dec 31, 2022
- Bricklayers Local 8 & Plasterers Local 233 Pension Plan Actuarythrough Dec 31, 2022
Schedule C rows
4 rows, $86,000 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Wood Wire and Metal Lathing Ind. General Pension Plan & General Pension Fund | 2023 | 11 | NONE | $12,700 |
| Bindery Industry Pension Plan | 2022 | 11 13 17 38 50 | NONE | $64,500 |
| Wood Wire and Metal Lathing Ind. General Pension Plan & General Pension Fund | 2022 | 11 | NONE | $8,800 |
+1 more Schedule C row
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