DFX Intelligence

This firm's name, 9 more advisory clients and 29 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

Schedule C, ACFR

Public-system clients

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

12 allocators

ITS Technologies & Logistics, LLC Employees Pension Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
PEN Agreement Rockford Powertrain Inc & Uaw and Its Local 803 General consultantthrough Dec 31, 2023 Form 5500
Eagle Alliance Employee Pension Plan General consultantthrough Dec 31, 2022 Form 5500

+9 more advisory 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

32 rows, $532,094 direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Chanel, Inc. Pension Plan	2024	16 50	AUDITOR	$44,876
General Dynamics Retirement Plan (electric Boat and Mission Systems)	2024	10 16 50	FINANCIAL STATEMENT PREP	$22,854
Trimas Corporation Union Employees Pension Plan	2024	10 27 50	ACCOUNTANT	$19,800

+29 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