DFX Intelligence
This firm's name and 3 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
2
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
2 allocators
- The Legacy Plan of the Unite Here Retirement Fund General consultantthrough Dec 31, 2022 Form 5500
- The Adjustable Plan of the Unite Here Retirement General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
6 rows, $148,818 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| The Legacy Plan of the Unite Here Retirement Fund | 2024 | 16 50 | NONE | $29,917 |
| The Adjustable Plan of the Unite Here Retirement | 2024 | 16 50 | NONE | $12,821 |
| The Legacy Plan of the Unite Here Retirement Fund | 2023 | 16 50 | NONE | $33,640 |
+3 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.