DFX Intelligence
This firm's name and 4 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
unclassified
No date on record · this record
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
- Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc. General consultantthrough Dec 31, 2024 Form 5500
- Patriot Federal Credit Union Retirement Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Eglin Federal Credit Union Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
7 rows, $10,200 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Eglin Federal Credit Union Retirement Plan | 2024 | 27 99 | INVESTMENT ADVISORY | $10,200 |
| Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc. | 2024 | 16 70 | NONE | |
| Patriot Federal Credit Union Retirement Pension Plan | 2024 | 27 99 | INVESTMENT ADVISORY |
+4 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.