AUMdb

The Institute Of Consumer Money Management

EIN 471524248 · 501(c)(3) · Public charity · Raleigh, NC · recognized 2015

Assets
$4.4M
Revenue
$443K
Expenses
$835K
Investment income
$180K

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.

Contractor Services Compensation
Consumer Education Services Inc $133,539

Officers & directors

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

Name Title Compensation Other
Dr Diane Chen Executive di $0 $0
Dr Tara Kenyon Board direct $0 $0
Erin Krupa Board direct $0 $0
Dr Jeffrey Leiter Board direct $0 $0
Monica Smiley Chairman/pre $0 $0
Lee Tate Treasurer $0 $0