Luso American Financial A Fraternal Benefit Society
EIN 940401313 · 501(c)(8) · Public charity · Dublin, CA · recognized 1958
- Assets
- $142M
- Revenue
- $13.2M
- Expenses
- $14.0M
- Investment income
- $7.1M
Form 990 fiscal year ended 12/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
| Firm | Match | Period |
|---|---|---|
| Aqs Asset Management, L.L.C. CRD 131544 | fuzzy_auto · 97% | 12/31/2024 |
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Rehon & Roberts Apc | Legal services | $794,138 |
| Aqs Asset Management | Financial | $108,826 |
| David Sasseen | Legal services | $108,421 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Sue Nichols | Controller | $169,962 | $0 |
| Esther Mahler | Corporate secretary | $110,036 | $0 |
| Daniel Sequeira | Sales director | $6,126 | $0 |
| Mina Grosso | Board member | $0 | $0 |
| Maritana Guadalupe | Board member | $0 | $0 |
| Judy Mottini | Board member | $0 | $0 |
| Dan Rocha | Board member | $0 | $0 |
| Liz Motta | Board member | $0 | $0 |
| Tina Medeiros | Board member | $0 | $0 |
| John Perdigao | Board member | $0 | $0 |
| Anthony G Sozinho | Chair member | $0 | $0 |
| Manuel Vieira | Board member | $0 | $0 |