This firm's name and 11 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
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
Other roles
2 allocators
Schedule C rows
14 rows, $1.3M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Mw&e Cash Balance Plan202427NONE$439,015
Allen & Overy LLP Cash Balance Pension Plan202427NONE$110,356
Transamerica Pension Plan202419 50NONE$44,917

+11 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