DFX Intelligence
This firm's name, 68 more other clients and 164 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
2
Schedule C, ACFR
Public-system clients
3
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
- Pressmens Publishers Pension Fund General consultantthrough Mar 31, 2025 Form 5500
- U.A. Local No. 393 Defined Benefit Pension Plan General consultantthrough Dec 31, 2022 Form 5500
Other roles
71 allocators
- Local 91 Pension Fund Actuarythrough Dec 31, 2025
- Kern County Employees Retirement Association Actuarythrough Jun 30, 2025
- San Bernardino County Employees Retirement System Actuarythrough Jun 30, 2025
+68 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
167 rows, $1.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Local 91 Pension Fund | 2025 | 11 | enrolled actuary | |
| Local Union 786 Building Material Pension Fund | 2024 | 11 | NONE | $93,416 |
| Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division | 2024 | 11 | NONE | $82,544 |
+164 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
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov