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 91-2020239 · Snapshot of IRS recognition, filing currency, financial health, and governance.
To 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
$165K
FY2023
Total Expenses
$165K
FY2023
Net Assets
$0
Program Ratio
—
expenses on programs
Employees
0
Volunteers
0
Board Members
41
Voting
41
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.