AUMdb

Cfa Society Of Dallas Ft Worth

EIN 237078748 · 501(c)(6) · Public charity · Irving, TX · recognized 1997

Assets
$799K
Revenue
$685K
Expenses
$575K
Investment income
$32.5K

Form 990 fiscal year ended 06/30/2025

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.

None reported.

Officers & directors

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

Name Title Compensation Other
Lauren Minch Ceo $203,500 $9,829
Kelly Hohertz linked President $0 $0
Brandon Troegle Vice president $0 $0
Kim Abmeyer Secretary $0 $0
Dan Drabinski Treasurer $0 $0
Thomas Griswold Director $0 $0
Steven Hooser Director $0 $0
Rashi Poddar Director $0 $0
Lisa Mc Daniel Director $0 $0
Bill Thompson Director $0 $0
Phil Kendall Director $0 $0
Grant Jackson Director $0 $0
Brian Humenesky Director $0 $0
Alan Ives Director $0 $0
Jacob Spigelman Director $0 $0
Roxanna Islam Director $0 $0