DFX Intelligence
This firm's name, 3 more other clients and 20 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 New Jersey
unclassified· NJ
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
6 allocators
- NEW Jersey Mailers Local 1100 S-L/wsj Pension Plan Actuarythrough Dec 31, 2023
- Rotor Clip Company, Inc. Retirement Plan Actuarythrough Nov 30, 2023
- Engineered Precision Casting Company Retirement Plan Actuarythrough Nov 30, 2023
+3 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
23 rows, $379,800 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Provident Bank Pension Plan | 2024 | 11 | ACTUARIAL | $53,500 |
| NEW Jersey Mailers Local 1100 S-L/wsj Pension Plan | 2024 | 11 | ACTUARY | $53,000 |
| Engineered Precision Casting Company Retirement Plan | 2024 | 11 | NONE | $24,500 |
+20 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.