This firm's name, 6 more advisory clients, 64 more other clients, 236 more Schedule C rows and 11 more dated events

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Investment consultant

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
9
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
9 allocators

+6 more advisory 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.

Other roles
67 allocators

+64 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
239 rows, $15.4M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Pottstown Memorial Medical Center Retirement Income Plan202527INVESTMENT ADVISOR$5,790
Transocean U.S. Retirement Plan202415 21 27 50 52 56 68TRUSTEE$557,604
Mueller Group, LLC Pension Plan for Selected Employees202421 28 59 60CUSTODIAN$279,090

+236 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

+11 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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