DFX Intelligence
This firm's name
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 in Pennsylvania
unclassified· PA
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
1
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
1 allocator
- Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund Pension consultantthrough Dec 31, 2024 Form 5500
Schedule C rows
2 rows, $33,750 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Ibew Local No. 143 Pension Plan | 2024 | 28 51 | NONE | $18,750 |
| Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund | 2024 | 17 | NONE | $15,000 |
What changed
- Dec 31, 2024Consultant changedinferenceSheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fundwith this firmaskebsa.dol.gov