This firm's name, 3 more advisory clients, 53 more other clients and 227 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

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
6
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
6 allocators

+3 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
56 allocators

+53 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
230 rows, $5.9M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Signature Healthcare Retirement Plan C202511 16NONE$234,302
The People's Credit Union Defined Benefit Plan and Trust202511NONE$22,787
The Children's Aid Society Retirement Plan202511 99NONE$15,950

+227 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
Ask DFX