AUMdb

Financial Services Institute Inc

EIN 200587793 · 501(c)(6) · Public charity · Washington, DC · recognized 2004

Assets
$15.1M
Revenue
$12.1M
Expenses
$12.0M
Investment income
$418K

Form 990 fiscal year ended 12/31/2024

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.

Contractor Services Compensation
Gibson Dunn & Crutcher Llp Legal services $988,930
Eversheds Sutherland Llp Legal services $270,485
Thorn Run Partners Llc Public relations $180,000
Haventower Group Inc Public relations $129,210

Officers & directors

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

Name Title Compensation Other
Dale Brown President & ceo $1,430,166 $261,044
David Bellaire Exec vp & general counsel $690,492 $152,609
Brett Mcallister Svp, finance, ops & bus strat $600,884 $111,305
Michelle Allgauer Svp, education & eng $480,020 $88,725
Robin Traxler Svp, policy & dep gen co $477,580 $102,101
Renee Barnett Vp, fed reg affairs $343,818 $84,852
Christopher Paulitz Head, strat. initiatives $321,385 $34,684
Kathryn Anderson Svp, growth & strat part $318,101 $84,032
Gwen Weithaus Member $0 $0
John Rooney Member $0 $0
Robert Milmore Member $0 $0
Stephen Langlois Member $0 $0
David Knoch Member $0 $0
Amy Webber Member $0 $0
Ben Wuerffel Member $0 $0
Marc Squires Member $0 $0
Mary Steele Member $0 $0
Emily Schlosser Member $0 $0
Tom Mccartney Member $0 $0
Denise Barrows Member $0 $0
Libet Anderson Member $0 $0
Adam Malamed Member $0 $0
Mary Beth Hofmeister Member $0 $0
Alex David Member $0 $0
Von Cook Member $0 $0
Jodi Perry Member $0 $0
Ed Forst Member $0 $0
Doug Ketterer Fsi pac chair $0 $0
Christine Byrne Chair, finance committee $0 $0
Tim Stinson Vice chair $0 $0
Scott Spiker Immediate past chair $0 $0
Jamie Price Chair $0 $0