DFX Intelligence
This firm's name 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
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
1
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
1 allocator
- Ficosa North America Corporation Pension Plan General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
16 rows, $4.9M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| The Retirement Plan for Employees of Bush Brothers & Company | 2024 | 28 | NONE | $1.5M |
| Teamsters Local 408 Pension Plan | 2024 | 28 51 | NONE | $194,512 |
| Local No. 863 Pension Plan | 2024 | 28 | INVESTMENT MANAGEMENT | $190,718 |
+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.
What changed
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov