This firm's name, 5 more advisory clients and 15 more Schedule C rows

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Investment consultant in Massachusetts

unclassified· MA
unclassified
No date on record · this record
Advisory clients on the tape
8
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
8 allocators

+5 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
18 rows, $18.8M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Marsh & Mclennan Companies Retirement Plan202416 50NONE$2.3M
Assurant Pension Plan202416CONSULTANT$107,067
Consolidated Edison Retirement Plan202416 50NONE$28,134

+15 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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