This firm's name

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Investment consultant in Illinois

unclassified· IL
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
1 allocator
Schedule C rows
1 row, $7,165 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Roofers Local No. 88 Pension Fund202419INVESTMENT CUSTODIAN$7,165
What changed
No dated events.
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