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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 20-0587793 · Snapshot of IRS recognition, filing currency, financial health, and governance.
To create a healthier regulatory environment for independent broker-dealers and their affiliated independent Financial advisors through aggressive and effective advocacy, education and public awareness.
Principal Officer
Dale BROWN
Total Revenue
$12.1M
FY2024
Total Expenses
$12.0M
FY2024
Net Assets
$7.7M
Program Ratio
—
expenses on programs
Employees
21
Volunteers
24
Board Members
24
Voting
24
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.