DFX Intelligence
This firm's name, 9 more other clients and 76 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 Georgia
unclassified· GA
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
2
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
2 allocators
- Atlanta Plumbers & Steamfitters Pension Fund General consultantthrough Dec 31, 2023 Form 5500
- Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund ActuaryGeneral consultantthrough Jun 30, 2023 Form 5500
Other roles
12 allocators
- Laborers Pension Fund Actuarythrough Sep 30, 2023
- Tma-Ila Pension Plan Actuarythrough Sep 30, 2023
- A.F.OF L.-A.g.c. Building Trades Pension Plan Actuarythrough Jun 30, 2023
+9 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
79 rows, $2.4M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund | 2024 | 16 50 | NONE | $137,408 |
| Iron Workers District Council of Tn Valley & Vicinity Pension Plan | 2024 | 11 17 | NONE | $96,043 |
| Southern Ironworkers Pension Fund | 2024 | 11 50 | ACTUARIAL | $68,373 |
+76 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
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov