Public Charity

FINANCIAL SERVICES INSTITUTE INC

FINANCIAL SERVICES INSTITUTE INC, of WASHINGTON, DC, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $11.6M in revenue, $11.6M in expenses, $14.1M in total assets.

EIN: 200587793 WASHINGTON, DC Chambers of Commerce & Business Leagues NTEE: S41 Latest filing: 2025
Total Revenue$11.6M
Total Expenses$11.6M
Total Assets$14.1M
Grant Records0
Filing Years2021–2025

Mission

FINANCIAL SERVICES INSTITUTE'S MISSION IS TO CREATE A HEALTHIER REGULATORY ENVIRONMENT FOR INDEPENDENT BROKER-DEALERS AND THEIR AFFILIATED INDEPENDENT FINANCIAL ADVISORS THROUGH AGGRESSIVE AND EFFECTIVE ADVOCACY, EDUCATION AND PUBLIC AWARENESS.

Officers & Directors

MEMBER Adam Malamed
MEMBER Alex David
MEMBER Amy Webber
MEMBER Ben Wuerffel
SVP, FINANCE, OPS & BUS ST Brett Mcallister
MEMBER Chris Perry

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $11.6M $11.6M $14.1M
2024 $12.1M $12.0M $15.1M
2023 $11.0M $10.9M $15.7M
2022 $10.6M $10.3M $15.8M
2021 $9.5M $9.2M $15.3M

Between 2021 and 2025, reported annual revenue grew from $9.5M to $11.6M (+22%), with total assets most recently reported at $14.1M.

Interactive year-over-year charts and full filing details available with membership.

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