DFX Intelligence
This firm's name and 2 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 Florida
unclassified· FL
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
2 allocators
- Cement Masons and Plasterers Retirement Plan Custodianthrough Dec 31, 2023
- South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees Custodianthrough Dec 31, 2022
Schedule C rows
5 rows, $411,686 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees | 2024 | 19 50 | NONE | $154,301 |
| Cement Masons and Plasterers Retirement Plan | 2024 | 18 50 | NONE | $8,644 |
| South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees | 2023 | 19 50 | NONE | $123,591 |
+2 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.