DFX Intelligence
This firm's name, 15 more other clients and 47 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 Minnesota
unclassified· MN
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
18 allocators
- United Construction Workers Pension Fund Actuarythrough Dec 31, 2025
- Tri-State Armature & Electrical Works, Inc. Employees' Pension Plan Actuarythrough Dec 31, 2023
- LBS Financial Credit Union Defined Benefit Pension Plan Actuarythrough Dec 31, 2023
+15 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
50 rows, $348,374 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| United Construction Workers Pension Fund | 2025 | 11 | enrolled actuary | |
| Minn-Dak Farmers Cooperative Pension Plan | 2024 | 11 | NONE | $39,217 |
| Amherst H. Wilder Foundation Retirement Plan | 2024 | 11 | NONE | $28,035 |
+47 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.