DFX Intelligence
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 Missouri
unclassified· MO
No date on record · this record
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
- The W.W. Williams Company, LLC Employees' Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
2 allocators
- Suez Water Resources LLC Retirement Plan Actuarythrough Dec 31, 2022
- Suez Water Environmental Services Inc. Pension Plan Actuarythrough Dec 31, 2022
Schedule C rows
4 rows, $150,000 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| The W.W. Williams Company, LLC Employees' Pension Plan | 2023 | 27 50 | NONE | $30,000 |
| Suez Water Resources LLC Retirement Plan | 2022 | 11 17 50 | NONE | $68,182 |
| The W.W. Williams Company, LLC Employees' Pension Plan | 2022 | 27 50 | NONE | $45,000 |
+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
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov