AUMdb

Financial Data Exchange

EIN 994484150 · 501(c)(6) · Public charity · Salt Lake City, UT · recognized 2025

Assets
$3.6M
Revenue
$1.1M
Expenses
$1.4M
Investment income
$1

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
Bradley Jacobsen G counsel & $75,253 $0
Donald Cardinal Managing dir $69,003 $0
Kevin Feltes Director $56,154 $0
Cory Millar Vp of financ $0 $75,000