This firm's name, 2 more advisory clients, 24 more other clients, 98 more Schedule C rows and 13 more dated events

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Investment consultant

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
5
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
5 allocators

+2 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
27 allocators

+24 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
101 rows, $4.4M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
ADA S. Mckinley Community Services, Inc. Retirement Income Plan202427INVESTMENT ADVISOR$96,269
Iron Workers District Council of Tn Valley & Vicinity Pension Plan202419 28NONE$87,569
American Federation of Musicians and Employers' Pension Fund and Subsidiary202428 51 52NONE$80,700

+98 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

+13 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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