DFX Intelligence
This firm's name and 1 more Schedule C row
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
1 allocator
- Bass Cash Balance Plan Trusteethrough Dec 31, 2022
Schedule C rows
4 rows, $419,990 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Bass Cash Balance Plan | 2024 | 15 21 28 50 51 52 63 64 | RECORDKEEPER | $142,153 |
| Bass Cash Balance Plan | 2023 | 15 21 28 50 51 52 63 64 | RECORDKEEPER | $107,161 |
| Bass Cash Balance Plan | 2022 | 15 21 28 50 51 52 63 64 | RECORDKEEPER | $99,456 |
+1 more Schedule C row
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.