DFX Intelligence
This firm's name, 1 more other client and 9 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.
Not an allocator
Not an allocator
No date on record · this record
Not an allocator
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
4 allocators
- The Albany Medical Center Retirement Plan CustodianTrusteethrough Dec 31, 2024
- Northwest Bricklayers Pension Plan Custodianthrough Dec 31, 2022
- Cement Masons - Employers Pension Plan Custodianthrough Dec 31, 2022
+1 more client
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
12 rows, $783,185 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Schurz Communications, Inc. Retirement Plan | 2024 | 19 21 28 52 | TRUSTEE | $98,481 |
| The Albany Medical Center Retirement Plan | 2024 | 13 19 21 50 59 | NONE | $97,807 |
| Northwest Bricklayers Pension Plan | 2024 | 13 15 18 19 50 59 62 64 65 | $28,464 |
+9 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.