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
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
2 allocators
- Ansi Plan for Employees' Retirement Pensions Custodianthrough Dec 30, 2023
- James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan Trusteethrough Dec 31, 2022
Schedule C rows
4 rows, $201,565 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan | 2023 | 21 28 50 51 | NONE | $90,496 |
| Ansi Plan for Employees' Retirement Pensions | 2023 | 12 19 21 27 28 50 51 | NONE | $33,169 |
| James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan | 2022 | 21 28 50 51 | NONE | $50,600 |
+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
No dated events.