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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 35-1629277 · Snapshot of IRS recognition, filing currency, financial health, and governance.
We provide networking opportunities, education, business development, and advocacy to promote the professional success of fee-only, comprehensive Financial Advisors.
Principal Officer
KATHRYN Dattomo
Total Revenue
$4.0M
FY2023
Total Expenses
$3.8M
FY2023
Net Assets
$3.2M
Program Ratio
—
expenses on programs
Employees
12
Volunteers
0
Board Members
10
Voting
10
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.