AUMdb

Daniel A Goggin Md Pa Ees Pa Plan And Trust

Sponsored by Daniel A Goggin Md Pa · EIN 751904747 · Plan #001 · Fort Worth, TX

Total assets
Net assets
Active participants
2
With balances
2

Plan year beginning 01/01/2024 · Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Merrill Lynch Pierce Fenner And Smi Custodial (securities) $5,696