DFX Intelligence
This firm's name, 5 more other clients and 10 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
No date on record · this record
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
8 allocators
- The Pnc Financial Services Group, Inc. Pension Plan Actuarythrough Dec 31, 2024
- Cleveland-Cliffs Steel LLC Pension Plan Actuarythrough Dec 31, 2024
- Retirement Income Plan for Employees of El Paso Electric Company Actuarythrough Dec 31, 2024
+5 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
13 rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Retirement Income Plan for Employees of El Paso Electric Company | 2024 | 11 | enrolled actuary | |
| Amended and Restated Blethen Maine Newspapers, Inc. Pension Plan | 2024 | 11 | enrolled actuary | |
| The Pnc Financial Services Group, Inc. Pension Plan | 2024 | 11 | enrolled actuary |
+10 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
No dated events.