AUMdb

National Association Of Investment Cos

EIN 222072345 · 501(c)(6) · Public charity · Washington, DC · recognized 1973

Assets
$5.1M
Revenue
$5.9M
Expenses
$5.8M
Investment income
$103K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Fruition Consulting Consulting $305,500
The Loom Collective Llc Consulting $140,783
Words Plus Numbers Consulting $123,480

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Robert Greene President & ceo $900,264 $33,698
Carmen Ortiz Mcghee Chief operating officer $551,866 $47,207
Tina Mcintyre Svp & chief financial officer $409,521 $55,994
Kristen Perlman Vice president, marketing & insights $191,540 $46,051
Harland Abraham Vice president, development $190,402 $31,610
Marissa Mahoney Senior director, partnerships & alliances $157,565 $15,992
Jacquaniese Washington Director, programs & initiatives $127,141 $10,537
Dawn Simmons Member services manager $112,461 $30,834
Derek Jones Director $0 $0
Fred Ebrahemi Director $0 $0
Ivelisse Simon Director $0 $0
Juan Sabater Director $0 $0
Kathlika Fontes Director $0 $0
Kola Olofinboba Director $0 $0
Maura Reilly Kennedy Director $0 $0
Philip Lo Director $0 $0
Tony Lee Director $0 $0
Daphne Dufresne Director $0 $0
Chris Allen Director $0 $0
Charles Willis Director $0 $0
Xavier Gutierrez Secretary $0 $0
Lloyd Metz Treasurer $0 $0
Michael Smart Vice chairman $0 $0
Joseph Haslip Chairman $0 $0