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
unclassified
No date on record · this record
Advisory clients on the tape
3
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
3 allocators
Schedule C rows
4 rows, $314,871 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Exelon Corporation Retirement Program202416 70CONSULTANT$19,367
Exelon Corporation Retirement Program202316 70CONSULTANT$213,265
Pepco Holdings LLC Retirement Plan202316 70CONSULTANT$51,671

+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.

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