DFX Intelligence
This firm's name and 1 more Schedule C row
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
0
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
No advisory client relationship on the tape.
Other roles
2 allocators
- Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan Custodianthrough Dec 31, 2023
- Chenango Memorial Hospital Employees' Pension Plan Trusteethrough Dec 31, 2022
Schedule C rows
4 rows, $335,662 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Chenango Memorial Hospital Employees' Pension Plan | 2024 | 21 50 | ASSET TRUSTEE/INV ADVISOR | $80,823 |
| Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan | 2023 | 19 50 64 | CUSTODIAL SERVICES | $101,923 |
| Chenango Memorial Hospital Employees' Pension Plan | 2023 | 21 50 | ASSET TRUSTEE/INV ADVISOR | $73,360 |
+1 more Schedule C row
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.