This firm's name

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 Washington

unclassified· WA
unclassified
No date on record · this record
Advisory clients on the tape
2
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
2 allocators
Schedule C rows
3 rows, $138,075 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Astoria Generating Company, LP Retirement Plan202427 50NONE$19,162
Astoria Generating Company, LP Retirement Plan202327 50NONE$12,870
The Kinetic Group, Inc. Pension and Retirement Plan202227NONE$106,043
What changed
Ask DFX