This firm's name, 1 more advisory client, 33 more other clients, 74 more Schedule C rows and 4 more dated events

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

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
4
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
4 allocators

+1 more advisory 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.

Other roles
36 allocators

+33 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
77 rows, $38.1M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Retirement Plan for Salaried Employees of the Hillman Company202511 13 17NONE$107,954
Kpmg Pension Plan202411 15 38 50NONE$4.0M
RTX Consolidated Pension Plan202411 50NONE$3.0M

+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.

What changed

+4 more dated events

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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