AUMdb

P5 Strategies

EIN 853808370 · 501(c)(3) · Public charity · St Charles, IL · recognized 2021

Assets
$3.6M
Revenue
$4.0M
Expenses
$3.6M
Investment income
$0

Form 990 fiscal year ended 06/30/2024

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
Jeanna Capito Board president & treasure $652,303 $0
Simon Workman Board chairman $542,419 $0
Jessica Duggan Secretary $40,662 $0