DFX Intelligence
This firm's name, 14 more other clients and 40 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
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
- Westmed Medical Group Cash Balance Pension Plan Pension consultantthrough Dec 31, 2022 Form 5500
Other roles
17 allocators
- Radiology Associates of North Texas, P.A. Cash Balance Pension Plan Actuarythrough Dec 31, 2023
- Buchalter Cash Balance Pension Plan Actuarythrough Dec 31, 2023
- Metal Trades Industry Pension Plan Actuarythrough Oct 31, 2023
+14 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
43 rows, $11,993 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan | 2024 | 11 | enrolled actuary | |
| The Jackson Lewis P.C. Cash Balance Plan II | 2024 | 11 | enrolled actuary | |
| Pafmg Cash Balance Plan II | 2024 | 11 | enrolled actuary |
+40 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.