DFX Intelligence
This firm's name and 6 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
- Pension Plan for Hourly Rated Employees of Midwesco Filter Resources, Inc., Winchester, Virginia Investment adviser (plan)through Jan 31, 2023 Form 5500
- Cooperative Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
9 rows, $422,745 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Cooperative Pension Plan | 2024 | 27 50 | NONE | $147,920 |
| Marion General Hospital Employees' Retirement Plan | 2024 | 28 51 | INDEPENDENT | $28,127 |
| The Truth Retirement Plan | 2024 | 28 | INVESTMENT MANAGEMENT | $13,470 |
+6 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.