DFX Intelligence
This firm's name, 15 more other clients and 42 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 in Arkansas
unclassified· AR
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
18 allocators
- Revised Retirement Plan of the Indianapolis Chapter of Bricklayers Local No. 4 of In/ky, I U of B & a C Actuarythrough Nov 30, 2024
- Tennessee/north Carolina Carpenters and Millwrights Pension Fund Actuarythrough Apr 30, 2024
- Plumbers & Steamfitters Local 577 Pension Plan Actuarythrough Aug 31, 2023
+15 more 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
45 rows, $719,400 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Tri-State Carpenters and Joiners Pension Trust Fund | 2024 | 11 17 | NONE | $44,300 |
| Plumbers and Steamfitters Local 60 Pension Fund | 2024 | 11 | SERVICES RELATED PLAN | $26,500 |
| Asbestos Workers Local Union No 55 Pension Plan | 2024 | 11 | ACTUARY | $18,000 |
+42 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
No dated events.