DFX Intelligence
This firm's name, 69 more other clients and 188 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
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
72 allocators
- Trax Federal Credit Union Retirement Pension Plan Actuarythrough Dec 31, 2024
- Trona Valley Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust Actuarythrough Dec 31, 2024
- Blaze Credit Union Defined Benefit Plan and Trust Actuarythrough Dec 31, 2024
+69 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
191 rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust | 2024 | 11 | enrolled actuary | |
| Uncle Credit Union Cash Balance Defined Benefit Plan and Trust | 2024 | 11 | enrolled actuary | |
| Cyprus Federal Credit Union Cash Balance Defined Benefit Plan and Trust | 2024 | 11 | enrolled actuary |
+188 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.