DFX Intelligence
This firm's name, 1 more advisory client and 5 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
4
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
4 allocators
- ABB Inc. Merged Pension Plan Investment adviser (plan)through Nov 30, 2023 Form 5500
- Thomas & Betts Corporation Pension Plan for Bargaining Unit Employees Investment adviser (plan)through Nov 30, 2023 Form 5500
- ABB Inc. Cash Balance Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
+1 more advisory client
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
8 rows, $978,393 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| ABB Inc. Pension Plan of Fischer & Porter Company | 2024 | 27 28 50 51 | NONE | $16,664 |
| ABB Inc. Merged Pension Plan | 2023 | 27 28 50 51 | NONE | $345,886 |
| ABB Inc. Cash Balance Pension Plan | 2023 | 27 28 50 51 | NONE | $272,626 |
+5 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.