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 38-6087152 · Snapshot of IRS recognition, filing currency, financial health, and governance.
We are an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors, and other financial professionals. We promote ethical and professional standards within the investment industry, encourage professional development through the cfa program and continuing education, facilitate the exchange of information and opinions among people within the local investment community and beyond, and work to further the public's understanding of the cfa designation and investment industry. As one of the cfa institute member societies, our society connects members to a global network of investment professionals.
Principal Officer
Matthew Mondoux
Total Revenue
$288K
FY2023
Total Expenses
$296K
FY2023
Net Assets
$262K
Program Ratio
—
expenses on programs
Employees
0
Volunteers
10
Board Members
10
Voting
10
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.