DFX Intelligence
This firm's name, 4 more advisory clients and 17 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
7
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
7 allocators
- International Brotherhood of Teamsters Union Local 710 Pension Fund General consultantthrough Dec 31, 2025 Form 5500
- Suburban Teamsters of Northern Illinois Pension Plan General consultantthrough Dec 31, 2023 Form 5500
- Lumber Employees Local 786 Retirement Fund General consultantthrough Aug 31, 2023 Form 5500
+4 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.
Schedule C rows
20 rows, $336,581 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| International Brotherhood of Teamsters Union Local 710 Pension Fund | 2025 | 16 | NONE | $45,004 |
| International Brotherhood of Teamsters Union Local 710 Pension Fund | 2024 | 16 | NONE | $42,075 |
| Local Union 786 Building Material Pension Fund | 2024 | 16 | NONE | $19,382 |
+17 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