DFX Intelligence
This firm's name, 1 more other client and 7 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
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
4 allocators
- National Laboratory of the Rockies Shared Security Pension Plan Trusteethrough May 31, 2023
- Teamsters Negotiated Pension Plan Custodianthrough May 31, 2023
- Hager Hinge Co Career Avg Def Ben Retirement Plan Custodianthrough Dec 31, 2022
+1 more client
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
10 rows, $1.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| National Laboratory of the Rockies Shared Security Pension Plan | 2024 | 21 50 | TRUSTEE | $241,252 |
| Teamsters Negotiated Pension Plan | 2024 | 19 | CUSTODIAN | $160,232 |
| Beech-Nut Frozen Retirement Plan for Employees Represented by Bakery, Confectionary and Tobacco Workers Union Local 50 | 2024 | 19 21 59 60 62 | NONE | $35,927 |
+7 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.