DFX Intelligence
This firm's name, 1 more other client and 8 more Schedule C rows
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
unclassified
No date on record · this record
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
4 allocators
- Kurz America Employees Pension Plan Actuarythrough Dec 31, 2023
- Kolcraft Enterprises, Inc. Retirement Plan Actuarythrough Dec 31, 2023
- The Pension Plan for Members of the Mount Sinai Hospital Pharmacy Association Actuarythrough Dec 31, 2023
+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
11 rows, $35,364 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Wundies Enterprises, Inc. Pension Plan | 2024 | 11 | NONE | $22,790 |
| The Pension Plan for Members of the Mount Sinai Hospital Pharmacy Association | 2024 | 11 | NONE | $10,175 |
| Kurz America Employees Pension Plan | 2024 | 11 | NONE | $2,399 |
+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.
What changed
No dated events.