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.

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Investment consultant in Texas

unclassified· TX
unclassified
No date on record · this record
Advisory clients on the tape
2
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
2 allocators
Schedule C rows
4 rows, $47,842 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
United Refining Company Consolidated Pension Plan202327 51INVESTMENT MANAGER$11,805
United Refining Company Pension Plan for Hourly Employees202327 51INVESTMENT MANAGER$7,617
United Refining Company Consolidated Pension Plan202227INVESTMENT MANAGER$17,269

+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.

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