DFX Intelligence
This firm's name and 6 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 Maryland
unclassified· MD
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
3
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
3 allocators
- Teleflex Incorporated Retirement Income Plan General consultantActuarythrough Dec 31, 2024 Form 5500
- Retirement Plan for Employees of South Jersey Industries, Inc. Investment adviser (plan)through Sep 30, 2023 Form 5500
- Flint Area Sheet Metal Workers Local 7-4 Pension Fund Investment adviser (plan)through Apr 30, 2023 Form 5500
Schedule C rows
9 rows, $1.2M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Flint Area Sheet Metal Workers Local 7-4 Pension Fund | 2024 | 27 50 | NONE | $152,720 |
| Retirement Plan for Employees of South Jersey Industries, Inc. | 2024 | 27 | NONE | $138,826 |
| Teleflex Incorporated Retirement Income Plan | 2024 | 16 50 | NONE | $30,000 |
+6 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.