AUMdb

International Association Registered Financial Consultants

EIN 431696994 · 501(c)(6) · Public charity · Franklin, OH · recognized 1995

Assets
$401K
Revenue
$1.1M
Expenses
$790K
Investment income
$0

Form 990 fiscal year ended 06/30/2024

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.

None reported.

Officers & directors

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

Name Title Compensation Other
Charlotte Isbell Chief operating officer $79,841 $0
Leonard Simpson Ceo $31,250 $0
Kai Yuan Tu Trustee $0 $0
H Stephen Bailey Immediate past chair $0 $0
Reuben Chen Trustee $0 $0
Monroe Diefendorf Trreasurer $0 $0
Barry Dayley Chair $0 $0
Michael Markey Vice chair $0 $0
Michelle Blair Secretary $0 $0