AUMdb

Satell Institute

EIN 474675286 · 501(c)(3) · Private foundation · Kng Of Prussa, PA · recognized 2016

Assets
$22.4M
Revenue
$2.4M
Expenses
$1.4M
Investment income
$2.3M

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.

None reported.

Officers & directors

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

Name Title Compensation Other
Regina Lennox Exec. vice pres./chief of solicitation $187,620 $9,927
Becky Flaherty Regional vp - west (to nov 2024) $144,000 $5,955
Paul Howard Regional vp - north $138,846 $13,376
Jake Dawson Regional vp - south $138,846 $13,135
Lori Kappel Administrator $71,930 $1,475
Jason Riley Regional vp - west (as of dec 2024) $3,942 $0
Edward M Satell Director/pres.-treasurer $0 $0