This firm's name, 67 more other clients and 183 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
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
70 allocators

+67 more 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
186 rows, $13.2M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Floridacentral Credit Union Cash Balance Retirement Pension Plan202511 15 17 38NONE$82,491
Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust202511 15 17 38NONE$55,041
Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust202511 15 17 38NONE$32,795

+183 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.

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