consulting
3813 N. 37th Street Arlington VA 22207, Arlington, VA · ROBERT ROZEN
| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2025 | NATIONAL EQUITY FUND, INC. |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$20,000 | — | |
| 2025 | ENTERPRISE COMMUNITY PARTNERS |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$7,500 | — | |
| 2025 | NATIONAL ASSOCIATION OF STATE AND LOCAL EQUITY FUNDS |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$20,000 | — | |
| 2025 | ENTERPRISE COMMUNITY PARTNERS |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
$7,500 | — | |
| 2025 | NATIONAL EQUITY FUND, INC. |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
$20,000 | — | |
| 2025 | NATIONAL ASSOCIATION OF STATE AND LOCAL EQUITY FUNDS |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
$20,000 | — | |
| 2024 | NATIONAL EQUITY FUND, INC. |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$20,000 | — | |
| 2024 | ENTERPRISE COMMUNITY PARTNERS |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$7,500 | — | |
| 2024 | NATIONAL ASSOCIATION OF STATE AND LOCAL EQUITY FUNDS |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$20,000 | — | |
| 2024 | NATIONAL EQUITY FUND, INC. |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$20,000 | — |
| Client | Filings | Total Income |
|---|---|---|
| NATIONAL ASSOCIATION OF STATE AND LOCAL EQUITY FUNDS | 41 | $760,000 |
| ENTERPRISE COMMUNITY PARTNERS | 40 | $345,000 |
| NATIONAL EQUITY FUND, INC. | 22 | $470,000 |
| LOCAL INITIATIVE SUPPORT CORPORATION | 21 | $380,000 |
| Name | Disclosed Prior Position |
|---|---|
| ROBERT M ROZEN |