AUMdb

Bank Insurance & Securities Association

EIN 522385104 · 501(c)(6) · Public charity · Washington, DC · recognized 2003

Assets
$3.6M
Revenue
$3.1M
Expenses
$2.9M
Investment income
$100K

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
Smithbucklin Corp Mgt. services & exe. dir. comp $1,679,779
The Diplomat Beach Resort Conference hosting $680,607

Officers & directors

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

Name Title Compensation Other
Michael Miroballi President Until march, then past president $0 $0
John Olerio President Elect Until march, then president $0 $0
Frank A Consalo Past president until march $0 $0
Kevin Mccarthy Vice president $0 $0
Wallace Harris Jr Vice president $0 $0
Jane Ellen Porter Secretary $0 $0
Vance Richard Treasurer $0 $0
Leann Rummel Tmp officer $0 $0
Stephen Amarante Tmp officer elect $0 $0
Robert Corsarie Member $0 $0
Angela Holliday Member $0 $0
Kevin Mummau Member $0 $0
Tim B Sease Member $0 $0
Jonathon Allen Member $0 $0
Pete Dunlap Member $0 $0
Kathy Burgess Member $0 $0
Jay Mcanelly Member $0 $0
Jacinda Norvell Member $0 $0
Scott Ford Member $0 $0
Donald Clark Member $0 $0
Stephen Kruchten Member $0 $0
Donna Mcneely Member $0 $0
Rebecca Robinson Member $0 $0
Julie Bates Member as of march $0 $0
Mitchell Bell Member as of march $0 $0
David Chan Member as of march $0 $0
Ken Hullings Member as of march $0 $0
Rob Hunt Member as of march $0 $0
Alex Sarafianos Member as of march $0 $0
Solomon Schmidt Member as of march $0 $0
Merrill Stewart Member as of march $0 $0
Jeff Weiner Member as of march $0 $0
Diane Young Member as of march $0 $0
Pete Dorsey Member until march $0 $0
Jim Nonnengard Member until march $0 $0
Joe Skarda Member until march $0 $0
Lincoln Yersin Member until march $0 $0
Steve Franke Member until march $0 $0
Jim Fujinaga Member until march $0 $0
Jeffrey Hartney Executive director $0 $0