DFX Intelligence
This firm's name, 13 more other clients and 30 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
16 allocators
- Pottstown Memorial Medical Center Retirement Income Plan Actuarythrough Dec 31, 2025
- Bonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521 Actuarythrough Jun 30, 2024
- Ibew Local 701 Pension Fund Actuarythrough May 31, 2024
+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
33 rows, $1.4M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Pottstown Memorial Medical Center Retirement Income Plan | 2025 | 11 49 | ACTUARY | $65,195 |
| Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund | 2024 | 11 | NONE | $69,711 |
| SIU Pacific District Pension Plan | 2024 | 11 50 | NONE | $52,000 |
+30 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
- with this firmaskebsa.dol.gov