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 West Virginia
unclassified· WV
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
1
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
1 allocator
- I.U.O.E. Local 132 Pension Fund Investment adviser (plan)through Mar 31, 2023 Form 5500
Other roles
1 allocator
- United Assn of Plumbers and Steamfitters 521 Pension Fund Actuarythrough Jun 30, 2023
Schedule C rows
5 rows, $127,800 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| United Assn of Plumbers and Steamfitters 521 Pension Fund | 2024 | 11 13 | NONE | $37,800 |
| United Assn of Plumbers and Steamfitters 521 Pension Fund | 2023 | 11 13 | NONE | $37,800 |
| I.U.O.E. Local 132 Pension Fund | 2023 | 27 50 | NONE |
+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
- with this firmaskebsa.dol.gov