DFX Intelligence
This firm's name
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 in Florida
unclassified· FL
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
1
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
1 allocator
- EBP of Lutheran Child & Family Services of Illinois Investment adviser (plan)through Jun 30, 2023 Form 5500
Schedule C rows
3 rows, $77,557 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| EBP of Lutheran Child & Family Services of Illinois | 2024 | 27 | NONE | $50 |
| EBP of Lutheran Child & Family Services of Illinois | 2023 | 27 33 50 71 72 | NONE | $31,943 |
| EBP of Lutheran Child & Family Services of Illinois | 2022 | 27 33 50 71 72 | NONE | $45,564 |
What changed
No dated events.