Loading profile…
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
DBA: N/A
EIN 13-6130873 · Snapshot of IRS recognition, filing currency, financial health, and governance.
To serve the interests of the Investment advisory profession. See Part III
Principal Officer
Karen L Barr
Total Revenue
$7.2M
FY2024
Total Expenses
$7.5M
FY2024
Net Assets
$2.9M
Program Ratio
—
expenses on programs
Employees
26
Volunteers
500
Board Members
23
Voting
23
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.