This firm's name 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.

Investment consultant in Florida

unclassified· FL
unclassified
No date on record · this record
Advisory clients on the tape
3
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
3 allocators
Schedule C rows
12 rows, $1.1M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Nurses and Local 813 Ibt Retirement Plan202428 51 52 68NONE$241,566
Media Guild Retirement Plan202428 51 55NONE$71,975
Hawaii Sheet Metal Workers Pension Fund202428 51NONE$26,277

+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
Ask DFX