This firm's name, 4 more advisory clients, 9 more other clients, 40 more Schedule C rows and 1 more dated event

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Investment consultant in Massachusetts

unclassified· MA
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

+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.

Other roles
12 allocators

+9 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
43 rows, $1.1M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
The Wicor Americas Group Pension Plan202511enrolled actuary
Cenveo Worldwide Limited Pension Plan202417NONE$95,136
Global Montello Group Corp. Pension Plan202417NONE$51,850

+40 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

+1 more dated event

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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