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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 52-2032530 · Snapshot of IRS recognition, filing currency, financial health, and governance.
Mmi is the leading voice for the global financial services organizations that provide investment advisory solutions with programs focused on member interaction, professional development, next-generation initiatives, thought leadership and advocacy.
Principal Officer
Craig Pfeiffer
Total Revenue
$6.4M
FY2024
Total Expenses
$5.6M
FY2024
Net Assets
$8.3M
Program Ratio
—
expenses on programs
Employees
22
Volunteers
40
Board Members
41
Voting
40
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.