Based in PORTLAND, OR, CFA SOCIETY OF PORTLAND INC operates as a Public Charity. The organization reported $368K in revenue, $236K in expenses, $970K in total assets for fiscal year 2024. Imperigo tracks 8 reported grant relationships connected to this organization totaling approximately $400K.
THE SOCIETY IS AN ASSOCIATION OF LOCAL INVESTMENT PROFESSIONALS CONSISTING OF PORTFOLIO MANAGERS, SECURITY ANALYST, INVESTMENT ADVISORS, AND OTHER FINANCIAL PROFESSIONALS. THE SOCIETY PROMOTES ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE LOCAL INVESTMENT COMMUNITY AND BEYOND, AND WORKS TO FURTHER THE PUBLIC'S UNDERSTANDING OF THE CFA DESIGNATION AND INVESTMENT INDUSTRY. AS ON OF AIMR'S 101 MEMBER SOCIETIES , OUR SOCIETY CONNECTS MEMBERS TO A GLOBAL NETWORK OF INVESTMENT PROFESSIONALS.
Showing up to 5 of 8 total records — full history available with membership.
Officer compensation and complete director data available with membership.
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $368K | $236K | $970K |
| 2023 | $324K | $200K | $839K |
| 2021 | $300K | $90K | $779K |
| 2020 | $187K | $196K | $568K |
| 2019 | $236K | $189K | $581K |
Between 2019 and 2024, reported annual revenue grew from $236K to $368K (+56%), with total assets most recently reported at $970K.
Interactive year-over-year charts and full filing details available with membership.
