CFA SOCIETY SAN FRANCISCO
Data sourced from IRS 990 public filings
CFA SOCIETY SAN FRANCISCO THE CFA SOCIETY OF SAN FRANCISCO IS A CALIFORNIA NON-PROFIT WHICH PROMOTES HIGH STANDARDS OF COMPETENCE AND ETHICS AS EMBODIED IN THE CHARTERED FINANCIAL ANAYLYST (CFA) DESIGNATION. CFASF ENCOURAGES THE PROFESSIONAL DEVELOPMENT OF ITS MEMBERS THROUGH CONTINUING EDUCATION, SOCIAL INTERACTION AND THE EXCHANGE OF INVESTMENT IDEAS AND INFORMATION. CFASF SEEKS TO ENHANCE AWARENESS OF THE INVESTMENT PROFESSION AND CFA DESIGNATION WITHIN THE COMMUNITY.
Annual Revenue
$978,760
Known Funders
2
Grants Received
3
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2023 | $978,760 | $1,076,439 | $1,323,304 |
| 2022 | $978,014 | $915,539 | $1,324,069 |
| 2021 | $948,273 | $926,420 | $1,272,591 |
| 2020 | $853,165 | $790,679 | $1,365,996 |
| 2019 | $1,209,561 | $1,112,984 | $1,105,643 |
| 2018 | $1,395,515 | $1,234,769 | $1,245,181 |
| 2017 | $1,571,213 | $1,743,334 | $1,131,629 |
| 2016 | $1,232,092 | $1,304,730 | $1,153,777 |
Top Funders
CHARLOTTESVILLE, VA
CHARLOTTESVILLE, VA
ENCINO, CA
Key Personnel
From 2023 IRS 990 filing
ANJIE PENA
PRESIDENT
JOHN AILANJIAN
TREASURER
KURT BRAITBERG
SECRETARY
SAMI MESROUR
VICE PRESIDENT
RAJ MANGHANI
DIRECTOR
HUI-CHIEN CHANG
DIRECTOR
DESMOND FANG
DIRECTOR
JEFFERY HAMRICK
DIRECTOR
JULIE BARRY
DIRECTOR
CAROLYN MARGIOTTI
DIRECTOR
Showing 10 of 31 key personnel.
Frequently Asked Questions
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