This firm's name, 1 more advisory client, 43 more other clients, 207 more Schedule C rows and 6 more dated events

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Investment consultant in Pennsylvania

unclassified· PA
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

+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.

Other roles
46 allocators

+43 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.

Schedule C rows
210 rows, $6.5M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Quarryville Presbyterian Retirement Community Pension Plan202511 15 17 38 49 50NONE$169,917
Stauffer Biscuit Company Pension Plan202511 15 17 38 49 50NONE$79,510
The York Water Company Pension Plan for General and Administrative Employees202511enrolled actuary

+207 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

+6 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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