This firm's name, 1 more other client and 13 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 in Pennsylvania

unclassified· PA
unclassified
No date on record · this record
Advisory clients on the tape
3
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
3 allocators
Other roles
4 allocators

+1 more 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
16 rows, $1.2M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Boulder Community Health Retirement Plan and Trust202427 50INVESTMENT ADVISORY$130,566
Mica Retirement Plan202421 51INVEST. MANAGER & TRUSTE$108,789
Dover Chemical Corp.pension Plan for Ees Represented by Teamsters Local 92202410 13 14 25 27ADMIN$82,587

+13 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.

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