DFX Intelligence
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
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
1
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
1 allocator
- Ufcw Consolidated Pension Fund General consultantthrough Dec 31, 2022 Form 5500
Other roles
1 allocator
- Kodak Retirement Income Plan Actuarythrough Dec 31, 2024
Schedule C rows
4 rows, $28,336 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Ufcw Consolidated Pension Fund | 2024 | 16 | NONE | $8,082 |
| Kodak Retirement Income Plan | 2024 | 11 50 | NONE | $5,866 |
| Ufcw Consolidated Pension Fund | 2023 | 16 | NONE | $7,418 |
+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.
What changed
No dated events.