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 Tennessee
unclassified· TN
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
- Senior Services Retirement Plan Trusteethrough Jun 30, 2024
Schedule C rows
3 rows, $94,520 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Senior Services Retirement Plan | 2024 | 21 | N/A | $76,861 |
| Retirement Plan for Employees of Halocarbon Products Corporation | 2024 | 28 50 | NONE | $5,187 |
| Senior Services Retirement Plan | 2023 | 21 | N/A | $12,472 |
What changed
No dated events.