Based in TEMPE, AZ, CFA SOCIETY PHOENIX operates as a Public Charity. The organization reported $242K in revenue, $260K in expenses, $312K in total assets for fiscal year 2025. Imperigo tracks 8 reported grant relationships connected to this organization totaling approximately $434K.
WE PROMOTE ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, ENCOURAGE PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM AND CONTINUING EDUCATION, FACILITATE THE EXCHANGE OF INFORMATION AND OPINIONS AMONG PEOPLE WITHIN THE LOCAL INVESTMENT COMMUNITY, AND WORK TO FURTHER THE PUBLICS UNDERSTANDING OF THE INVESTMENT INDUSTRY.
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 |
|---|---|---|---|
| 2025 | $242K | $260K | $312K |
| 2024 | $213K | $219K | $325K |
| 2023 | $226K | $226K | $314K |
| 2022 | $166K | $164K | $310K |
| 2021 | $123K | $57K | $317K |
Between 2021 and 2025, reported annual revenue grew from $123K to $242K (+96%), with total assets most recently reported at $312K.
Interactive year-over-year charts and full filing details available with membership.
