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
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
1 allocator
- U.A. Local Union No. 322 Pension Plan Custodianthrough Oct 31, 2023
Schedule C rows
2 rows, $35,812 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| U.A. Local Union No. 322 Pension Plan | 2023 | 18 19 51 | NONE | $17,945 |
| U.A. Local Union No. 322 Pension Plan | 2022 | 18 19 51 | NONE | $17,867 |
What changed
No dated events.