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National Association of Personal Financial Advisors INC

Trade
DBA: FINANCIAL ADVISORS INC
Trade Association · CHICAGO, IL · EIN 35-1629277
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About

We provide networking opportunities, education, business development, and advocacy to promote the professional success of FEE-only, comprehensive financial advisors.

DBA Financial Advisors INC

Donations are NOT tax-deductible
Category
Trade Association
Employees
12
Volunteers
0

Financial Snapshot

FY ending 2024-08-31
Revenue
$4.0M
Expenses
$3.8M
Assets
$4.7M
Liabilities
$1.5M

Financial history

$4.3M$2.1M$0
1718192021222324
RevenueExpenses
Latest FY2024: $4.0M · Peak FY2023: $4.2M · Avg: $3.8M
NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS INC
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Address

8700 W BRYN MAWR AVE STE 700N
Chicago, IL, 60631-350

Governance

Voting board members10
Independent members10
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
990 reviewed by boardYes

Compensation practices

Severance paymentsNo
Equity-based compNo
Supplemental retirement planNo
Compensation committeeYes
Public records
ProPublica Nonprofit Explorer ↗
Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.
IRS Tax Exempt Organization Search ↗
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