This firm's name

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 Massachusetts

unclassified· MA
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
2 rows, $26,456 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
United Refining Company Consolidated Pension Plan202327 51INVESTMENT MANAGER$10,665
United Refining Company Consolidated Pension Plan202227INVESTMENT MANAGER$15,791
What changed
Ask DFX