This firm's name and 7 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.

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Investment consultant

unclassified
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
Schedule C rows
10 rows, $731,448 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Atmos Energy Corporation Pension Account Plan202410 15 21 28 29 49 50 51INVESTMENT MANAGER$165,284
Axel Johnson Inc. Retirement Plan202428 51NONE$15,066
Atmos Energy Corporation Pension Account Plan202310 15 21 28 29 49 50 51INVESTMENT MANAGER$155,659

+7 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.

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