DFX Intelligence
This firm's name, 1 more other client and 9 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
- this firm Trusteethrough Dec 31, 2023
- Carpenters Local Union No. 345 Pension Fund Custodianthrough Dec 31, 2022
- Anderson-Tully Hourly Employees' Pension Plan Custodianthrough Dec 31, 2022
+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
12 rows, $1.2M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| this firm | 2024 | 21 50 | AFFILIATE | $301,116 |
| Southeastern Retina Associates, PC Cash Balance Plan | 2024 | 28 | NONE | $44,534 |
| Carpenters Local Union No. 345 Pension Fund | 2024 | 19 21 49 51 | NONE | $7,790 |
+9 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.