DFX Intelligence
This firm's name, 1 more advisory client 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.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Investment consultant in Delaware
unclassified· DE
No date on record · this record
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
- Premera Pension Equity Plan General consultantthrough Dec 31, 2025 Form 5500
- Tma-Ila Pension Plan Investment adviser (plan)through Sep 30, 2025 Form 5500
- Toledo Painters and Allied Trades Pension Plan Investment adviser (plan)through Apr 30, 2025 Form 5500
+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.
Schedule C rows
4 rows, $112,838 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Premera Pension Equity Plan | 2025 | 16 17 27 49 50 70 | INVESTMENT ADVISOR | $47,838 |
| Ibew Local Union No 607 Pension | 2024 | 27 51 | NONE | $25,000 |
| Toledo Painters and Allied Trades Pension Plan | 2024 | 27 | NONE | $22,000 |
+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.
What changed
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov