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 New Jersey

unclassified· NJ
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
1 allocator
Schedule C rows
3 rows, $43,875 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
DE Camp Bus Lines Pension Plan for Union Employees202411ACTUARY$28,000
DE Camp Bus Lines Pension Plan for Union Employees202311ACTUARY$6,125
DE Camp Bus Lines Pension Plan for Union Employees202211ACTUARY$9,750
What changed
No dated events.
Ask DFX