This firm's name, 6 more advisory clients, 24 more Schedule C rows and 2 more dated events

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Investment consultant in Ohio

unclassified· OH
unclassified
No date on record · this record
Advisory clients on the tape
9
Schedule C, ACFR
Public-system clients
7
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
9 allocators

+6 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.

Schedule C rows
27 rows, $12.9M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
NEW York State Nurses Association Pension Plan202428 51NONE$2.8M
Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute202451 52NONE$1.1M
American Electric Power System Retirement Plan202428 50 51NONE$947,655

+24 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

+2 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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