DFX Intelligence
This firm's name, 14 more other clients and 54 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
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
17 allocators
- Retirement Plan for Employees of Gbu Financial Life Actuarythrough Jun 30, 2025
- Central Outreach Wellness Center, LLC Cash Balance Pension Plan Actuarythrough Dec 31, 2024
- ALL Ways Safe, LLC Cash Balance Pension Plan Actuarythrough Dec 31, 2023
+14 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
57 rows, $266,645 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| W.C. Mcquaide, Inc. Hourly Employees' Pension Plan | 2024 | 11 | CONSULTANT | $62,488 |
| Pension Plan for Employees of Kopp Glass, Inc. | 2024 | 11 | N/A | $22,615 |
| G.I. Associates, LLC Defined Benefit Pension Plan and Trust | 2024 | 11 | NONE | $11,045 |
+54 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.