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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 61-1526448 · Snapshot of IRS recognition, filing currency, financial health, and governance.
Our mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefits of society. Our society is 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 cfa institute member societies, our society connects members to a global network of investment professionals.
Principal Officer
BRYANT Krongard
Total Revenue
$148K
FY2024
Total Expenses
$177K
FY2024
Net Assets
$300K
Program Ratio
99.8%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.