This firm's name, 13 more other clients and 49 more Schedule C rows

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Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Investment consultant

unclassified
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
Other roles
16 allocators

+13 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
52 rows, $1.0M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Retirement Plan for Employees of Badger Mutual Insurance Company202511 50NONE$16,885
Bergen Power Pipe Supports, Inc. Defined Benefit Pension Plan202411ACTUARIAL SERVICES$54,113
RET Pl for Hrly Pd Bgn Unit Ees of Pmc Biogenix, Inc.202411 15 50NONE$45,988

+49 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.

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