This firm's name, 8 more advisory clients, 390 more other clients, 397 more Schedule C rows and 11 more dated events
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
- Washington State Investment Board General consultantthrough Jun 18, 2026 Board minutes
- Graphic Arts Industry Joint Pension Trust General consultantActuarythrough Jun 30, 2025 Form 5500
- Oregon Public Employees Retirement Fund Specialist consultantthrough Jun 30, 2025 ACFR
+8 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.
- Laborers Local 235 Pension Fund Actuarythrough Dec 31, 2025
- 32bj/broadway League Pension Fund Actuarythrough Dec 31, 2025
- Liuna National (industrial) Pension Fund Actuarythrough Dec 31, 2025
+390 more 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.
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| I.U.O.E. Local 57 Pension Plan | 2025 | 11 | NONE | $387,967 |
| Central Iowa Carpenters Pension Plan | 2025 | 11 17 | $118,717 | |
| Pipeline Industry Pension Fund | 2025 | 11 50 | NONE | $100,355 |
+397 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.
- with this firmsib.wa.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
+11 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.