DFX Intelligence
This firm's name, 16 more other clients and 99 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 Missouri
unclassified· MO
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
19 allocators
- Glaziers and Glassworkers Local 513 Pension Plan Actuarythrough Oct 31, 2023
- Plumbers & Fitters Local 101 Restated Pension Plan Actuarythrough Sep 30, 2023
- International Association of Heat and Frost Insula and Allied Workers Local No. 1 Pension Plan Actuarythrough Sep 30, 2023
+16 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
102 rows, $2.2M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Local 309 Wiremans Pension Trust | 2024 | 11 13 15 16 17 38 50 | NONE | $136,500 |
| Employers and Laborers Locals 100 & 397 Pension Fund | 2024 | 11 15 17 38 50 | NONE | $89,100 |
| Southern Illinois Bricklayers Pension Fund | 2024 | 11 14 | NONE | $74,214 |
+99 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.