This firm's name

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Investment consultant in Georgia

unclassified· GA
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, $70,000 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Hitachi High-Tech America, Inc. Retirement Plan202417RETAINED BY EMPLOYER$10,000
Truman Medical Centers Cash Balance Retirement Plan202317NONE$36,000
Truman Medical Centers Cash Balance Retirement Plan202217NONE$24,000
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