DFX Intelligence
This firm's name, 38 more other clients and 193 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
2
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
2 allocators
- Suburban Wholesalers Association Pension Plan ActuaryPension consultantthrough Mar 31, 2025 Form 5500
- Local 1783 I.B.E.W. Pension Fund Pension consultantthrough Dec 31, 2022 Form 5500
Other roles
41 allocators
- Storeworkers Retirement Plan Actuarythrough Dec 31, 2025
- Local 1102 Retirement Trust Actuarythrough Dec 31, 2025
- Local 1102 Amalgamated Pension Fund Actuarythrough Dec 31, 2025
+38 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
196 rows, $5.8M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Local 1102 Retirement Trust | 2025 | 11 50 | NONE | $51,000 |
| Iuoe Local 295-295b,c Pension Fund | 2025 | 11 17 50 | NONE | $43,850 |
| Local 1102 Amalgamated Pension Fund | 2025 | 11 50 | NONE | $39,500 |
+193 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
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov