AUMdb

Securities Transfer Association Inc

EIN 135275335 · 501(c)(6) · Public charity · White Stone, VA · recognized 1938

Assets
$1.5M
Revenue
$677K
Expenses
$583K
Investment income
$48.4K

Form 990 fiscal year ended 08/31/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Melissa Cabocel Executive di $259,469 $0
Lara Donaldson Director $0 $0
Peter Duggan President $0 $0
Robert Goad Treasurer $0 $0
Margot Jordan Secretary $0 $0
Kara Kennedy Director $0 $0
William Miller Director $0 $0
Steven Nelson Vice preside $0 $0