INVESTMENT MANAGEMENT CONSULTANTS
Data sourced from IRS 990 public filings
INVESTMENT MANAGEMENT CONSULTANTS TO PROVIDE INVESTMENT CONSULTING AND WEALTH MANAGEMENT EDUCATION & CREDENTIALING.
Local (City/County Level)
General Population
Community & Economic Development
Free Market/Pro-Business
Education & Awareness
Policy Advocacy & Legislative Reform
Annual Revenue
$18,663,032
Known Funders
0
Grants Received
0
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $18,663,032 | $19,089,886 | $29,745,295 |
| 2023 | $16,645,103 | $18,723,040 | $29,801,201 |
| 2022 | $14,047,577 | $15,675,976 | $29,295,721 |
| 2021 | $13,414,601 | $13,175,619 | $30,192,603 |
| 2020 | $13,697,673 | $11,912,412 | $27,018,468 |
| 2019 | $14,811,037 | $15,940,385 | $23,617,503 |
| 2018 | $14,841,911 | $15,334,127 | $23,431,805 |
| 2017 | $15,789,305 | $14,163,679 | $25,822,998 |
Top Funders
No funder data available yet for this nonprofit.
Key Personnel
From 2024 IRS 990 filing
H
HATEM ZARROUK
DIRECTOR
W
WILLIAM WALDERT
DIRECTOR
R
ROGER MUSSA
DIRECTOR
D
DESIREE MALDONADO
DIRECTOR
C
CHRISTINE GAZE
CHAIR
Officer
L
LIBET ANDERSON
VICE CHAIR, STANDARDS
Officer
S
SEAN WALTERS
CEO
Officer
A
ANGELA LUTTERMAN
CFO/COO
Officer
R
ROSS RISKIN
CLO
Key Employee
J
JOHN WHITHAM
COO
Key Employee
Showing 10 of 23 key personnel.
Frequently Asked Questions
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