DFX Intelligence
This firm's name and 6 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 in Missouri
unclassified· MO
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
- The Jackson Lewis P.C. Cash Balance Plan II Pension consultantthrough Dec 31, 2025 Form 5500
Other roles
3 allocators
- Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan Actuarythrough Dec 31, 2024
- Society of Manufacturing Engineers Pension Plan & Trust Actuarythrough Jul 31, 2023
- Pafmg Cash Balance Plan II Actuarythrough Dec 31, 2022
Schedule C rows
9 rows, $895,943 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| The Jackson Lewis P.C. Cash Balance Plan II | 2025 | 17 50 | NONE | $78,363 |
| Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan | 2024 | 11 17 50 | NONE | $137,623 |
| Pafmg Cash Balance Plan II | 2024 | 11 17 50 | NONE | $122,267 |
+6 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.