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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 23-7358083 · Snapshot of IRS recognition, filing currency, financial health, and governance.
The society is an association of local investment professionals consisting of portfolio managers, security analyst, investment advisors, and other financial professionals. The society promotes ethical and professional standards within the local investment community and beyond, and works to further the public's understanding of the cfa designation and investment industry. As on of aimr's 101 member societies , our society connects members to a global network of investment professionals.
Total Revenue
$368K
FY2023
Total Expenses
$236K
FY2023
Net Assets
$970K
Program Ratio
57.0%
expenses on programs
Employees
0
Volunteers
—
Board Members
4
Voting
5
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.