This firm's name, 10 more advisory clients, 8 more other clients, 397 more Schedule C rows and 35 more dated events
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 Massachusetts
- The Budd Company Employee Pension Plan Pension consultantthrough Sep 30, 2025 Form 5500
- Retirement Plan for Employees of the Univ of Miami Investment adviser (plan)through May 31, 2024 Form 5500
- ABB Inc. Pension Plan of Fischer & Porter Company Investment adviser (plan)through Dec 31, 2023 Form 5500
+10 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.
- Regions Financial Corporation Retirement Plan for Associates Custodianthrough Dec 31, 2024
- Retirement Income Plan for Selective Insurance Company of America Trusteethrough Dec 31, 2023
- The Teknor Apex Company Retirement Plan Custodianthrough Dec 31, 2023
+8 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.
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Premera Pension Equity Plan | 2025 | 28 51 68 | INVESTMENT ADVISOR | $98,033 |
| Iuoe Local 30 Pension Fund | 2025 | 28 51 | NONE | $74,438 |
| Twin City Hospitals - Minnesota Nurses Association Pension Plan | 2024 | 28 51 52 | NONE | $2.7M |
+397 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.
- with this firmaskebsa.dol.gov
+35 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.