This firm's name, 25 more advisory clients and 82 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
unclassified
No date on record · this record
Advisory clients on the tape
28
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
28 allocators

+25 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
1 allocator
Schedule C rows
85 rows, $7.6M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Midwest Pension Plan202527NONE$60,000
FOX Valley & Vicinity Construction Workers Pension Fund202427 50NONE$217,436
Plumbers & Pipefitters Local 172 Pension Fund202427 50NONE$191,011

+82 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
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