This firm's name and 1 more Schedule C row

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
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
Schedule C rows
4 rows, $138,548 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Alaska Laborers-Employers Retirement Fund202428 51NONE$51,285
Ufcw No. California Employers Joint Pension Plan202417 50NONE$30,115
Northwest Ironworkers Retirement Plan202428 50NONE$20,000

+1 more Schedule C row

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
Ask DFX