DFX Intelligence
This firm's name, 6 more other clients and 12 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 in Pennsylvania
unclassified· PA
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
9 allocators
- Elwyn New Jersey Retirement Plan Actuarythrough Jun 30, 2025
- Retirement Plan for Employees of Durand Glass Mfg. Company, Inc. Actuarythrough Dec 31, 2024
- ARC International Salaried Pension Plan Actuarythrough Dec 31, 2024
+6 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
15 rows, $472,455 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Retirement Plan for Employees of Durand Glass Mfg. Company, Inc. | 2024 | 11 50 | NONE | $112,724 |
| Niagara Lasalle Corporation & Lasalle Steel Company Pension Plan | 2024 | 11 50 | NONE | $64,240 |
| ARC International Salaried Pension Plan | 2024 | 11 50 | NONE | $17,645 |
+12 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.