Organizations Filed Purposes:
AS AN ORGANIZATION, NAAIM ENGAGES IN NUMEROUS ACTIVITIES TO PROMOTE ACTIVE MANAGEMENT AND FURTHER THE PROFESSIONAL DEVELOPMENT OF ITS MEMBERS, INCLUDING:>ACQUIRING, PRESERVING AND DISSEMINATING VALUABLE INFORMATION RELATIVE TO, OR USEFUL IN PROVIDING, ACTIVE INVESTMENT MANAGEMENT SERVICES; >PROVIDING THE OPPORTUNITY FOR MEMBERS TO EXCHANGE INFORMATION, EXPERIENCES AND OPINIONS THROUGH DISCUSSIONS, MEETINGS, STUDY AND PUBLICATIONS; >KEEPING ITS MEMBERS INFORMED OF LEGISLATIVE AND ADMINISTRATIVE CHANGES AFFECTING INVESTMENT ADVISORY SERVICES, AND REPRESENTING THEIR INTERESTS IN THE FORMULATION OF POLICY AFFECTING SUCH SERVICES; >DEVELOPING AND ENCOURAGING THE PRACTICE OF HIGH STANDARDS OF PERSONAL AND PROFESSIONAL CONDUCT AMONG MEMBERS AND THE PUBLIC; >EDUCATING THE PUBLIC WITH REGARD TO THE CONCEPT AND BENEFITS OF ACTIVE INVESTMENT MANAGEMENT SERVICES AND PROMOTING THE PUBLIC'S USE OF SUCH SERVICES.
NAAIM'S PURPOSE IS TO PROMOTE THE COMMON INTERESTS OF THOSE INVESTMENT ADVISORS WHO PROVIDE ACTIVE INVESTMENT MANAGEMENT SERVICES TO CLIENTS.
PROVIDED WORKSHOPS & CONFERENCES FOR MEMBERS TO EXCHANGE EXPERIENCES AND OPINIONS AND DEVELOP HIGH STANDARDS OF PERSONAL AND PROFESSIONAL CONDUCT WITH THE PUBLIC.
PROVIDED VALUABLE INFORMATION AND DISSEMINATED DATA THROUGH THE SALE OF MATERIALS REGARDING AND AFFECTING INVESTMENT AND ADVISORY SERVICES.
HELD SPONSORED WORKSHOPS AND CONFERENCES BY ORGANIZATIONS THAT COULD PROVIDED THE MATERIALS AND CONTINUING UPDATED INFORMATION FOR THE MAINTENANCE QUALITY TO THE PUBLIC.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Ryan Redfern | DIRECTOR | 1 | $0 |
| Jack Peters | DIRECTOR | 1 | $0 |
| Dina Fliss | DIRECTOR | 1 | $0 |
| Matt Spangler | VICE PRES | 1 | $0 |
| Sam Bills Jr | DIRECTOR | 1 | $0 |
| Mike Dean | DIRECTOR | 1 | $0 |
| David Daughtrey | DIRECTOR | 1 | $0 |
| David Bush | DIRECTOR | 1 | $0 |
| Steven Williamson | PRESIDENT | 1 | $0 |
| Dextor Lyons | DIRECTOR | 1 | $0 |
| Robert Bernstein | DIRECTOR | 1 | $0 |
| Emily Frazier | CHAIRPERSON | 1 | $0 |
| Patrick Beaudan | DIRECTOR | 1 | $0 |
| Paul Schatz | TREASURER | 1 | $0 |
| Jim Applegate | SECRETARY | 1 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/201913199349312901_public.xml