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 in Florida
unclassified· FL
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
- Retirement Plan of Carilion Clinic Investment adviser (plan)through Sep 30, 2023 Form 5500
Schedule C rows
4 rows, $828,487 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| ITG Brands, LLC Retirement Allowance Plan for Hourly Rated And/or Piecework Employees | 2024 | 28 50 | NONE | $322,576 |
| Motion Picture Industry Pension Plan | 2024 | 28 51 52 | NONE | $293,145 |
| John Muir Health Retirement Plan | 2024 | 28 51 | N/A | $99,758 |
+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
- Dec 31, 2024Manager relationship startedITG Brands, LLC Retirement Allowance Plan for Hourly Rated And/or Piecework Employeeswith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov