This firm's name, 24 more advisory clients and 74 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.

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Investment consultant in Minnesota

unclassified· MN
unclassified
No date on record · this record
Advisory clients on the tape
27
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
27 allocators

+24 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.

Schedule C rows
77 rows, $2.2M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Liuna National (industrial) Pension Fund202517 50NONE$35,000
Liuna Staff and Affiliates Pension Fund202517 50NONE$26,250
I.U.O.E. Local 132 Pension Fund202427NONE$72,400

+74 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.

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