AUMdb

Professional Fiduciary Association Of California

EIN 680222226 · 501(c)(6) · Public charity · Aliso Viejo, CA · recognized 1994

Assets
$1.6M
Revenue
$1.7M
Expenses
$1.5M
Investment income
$13.2K

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
Amy Olsen Executive dir. $168,202 $0
Le Andra Mc Cormick Director $0 $0
Denise Klein Director $0 $0
Patricia Garcia San diego dir $0 $0
Renee Kowalik Moss Director $0 $0
Monica Ramos N. region pres $0 $0
Laurie Jamison N. region dir $0 $0
Rich Barsumian So. region pres $0 $0
Ronald Stoffers S. region dir $0 $0
Marilyn Kriebel Director $0 $0
Maren Miller San diego presi $0 $0
John Cooper Treasurer $0 $0
Susanna Starcevic Past president $0 $0
Janice Kittredge President $0 $0
Monique Cain Secretary $0 $0
Heather Fisher Vice president $0 $0