This firm's name, 20 more advisory clients, 1 more other client, 390 more Schedule C rows and 31 more dated events

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Investment consultant in Missouri

unclassified· MO
unclassified
No date on record · this record
Advisory clients on the tape
23
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
23 allocators

+20 more advisory 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.

Other roles
4 allocators

+1 more 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
393 rows, $217M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Premera Pension Equity Plan202528 51INVESTMENT MANAGER$554,453
Relx Inc. US Retirement Plan202528 50 51NONE$505,478
Bass Retirement Plan202528 51NONE$36,043

+390 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

+31 more dated events

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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