This firm's name, 80 more other clients and 232 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
3
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
3 allocators
Other roles
83 allocators

+80 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
235 rows, $95.7M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Retirement Program Plan for Employees of United States Enrichment Corporation202511ACTUARY$255,933
Hill-Rom, Inc. Pension Plan202511 17 50ACTUARY$120,025
The Citigroup Pension Plan202411 50NONE$9.0M

+232 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
Ask DFX