Investment Adviser Association
Data sourced from IRS 990 public filings
Investment Adviser Association To serve the interests of the investment advisory profession. See Part III
National
Free Market/Pro-Business
Community & Economic Development
Policy Advocacy & Legislative Reform
Education & Awareness
Criminal Justice Reform
Annual Revenue
$7,207,863
Known Funders
1
Grants Received
1
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $7,207,863 | $7,475,793 | $10,048,217 |
| 2023 | $6,862,509 | $7,114,955 | $10,400,041 |
| 2022 | $6,808,451 | $6,960,922 | $8,563,658 |
| 2021 | $5,665,058 | $6,225,415 | $7,311,735 |
| 2020 | $6,258,601 | $5,946,964 | $7,849,853 |
| 2019 | $6,400,740 | $6,113,308 | $7,993,395 |
| 2018 | $5,828,438 | $5,868,411 | $6,655,764 |
| 2017 | $5,463,193 | $5,139,830 | $6,120,327 |
Top Funders
GIVE TO CHANGE FOUNDATION
CLINTON, MD
$1,000 (2022)
Key Personnel
From 2024 IRS 990 filing
W
William Nelson
Associate General Counsel
Highest Compensated
S
Sanjay Lamba
Associate General Counsel
Highest Compensated
L
Laura Grossman
Associate General Counsel
Highest Compensated
M
Monique Botkin
Associate General Counsel
Highest Compensated
N
Neil Simon
VP, Government Relations
Highest Compensated
G
Gail C Bernstein
Secretary & General Counsel
Officer
K
Karen L Barr
President & CEO
Officer
S
Sonia Kowal
Board Member
J
Jeff Schweon
Board Member
G
Gwen Reinke
Board Member
Showing 10 of 30 key personnel.
Frequently Asked Questions
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