DFX Intelligence
This firm's name, 5 more other clients and 19 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
8 allocators
- IHA Occupational Health Services Retirement Plan Actuarythrough Dec 31, 2023
- Spokane United Methodist Homes, Inc Defined Benefit Pension Plan Actuarythrough May 31, 2023
- U.S. Silver-Idaho, Inc. Hourly-Rated Retirement Plan Actuarythrough Dec 31, 2022
+5 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
22 rows, $141,434 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| America's Credit Union, a Federal Credit Union Defined Benefit Pension Plan and Trust | 2024 | 11 | enrolled actuary | |
| U.S. Silver-Idaho, Inc. Salaried Employee Retirement Plan | 2024 | 11 | enrolled actuary | |
| IHA Occupational Health Services Retirement Plan | 2024 | 11 | enrolled actuary |
+19 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.