This firm's name, 1 more advisory client and 8 more Schedule C rows

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Investment consultant in New Jersey

unclassified· NJ
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
1 allocator
Schedule C rows
11 rows, $1.1M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Ibew Local Nos 570 & 518 and Southern Az Chapt Neca Pension Plan202419 27NONE OTHER THAN CONTRACT$279,298
Retirement Plan for Salaried Tropical Employees of Chiquita Brands, L.L.C.202427 28 50NONE$42,030
The Mentholatum Company Pension Plan for Employees Employed in the United States of America202427NONE$31,548

+8 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.

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