Investment Adviser Association


Investment Adviser Association

Formerly known as Investment Counsel Association of America, assumed its present name in 2005. IAA's mission is to provide effective, quality representation of the investment advisory profession with respect to the development, formulation, and enactment of legislation, rules, and regulations relating to investment advisers. IAA's is the trade association for the Investment Adviser Profession. Membership: $3,075-$30,750 (Firm, based on assets under management).

Organization Type:
National Trade or Professional Association
Acronym:
IAA
Tax Exempt Status:
501(c)(6)
Industry:
Banking/Finance/Investments, Law/Law Firms, Counsel, Investments/Securities Industry
Year Founded:
1937
Address:
818 Connecticut Ave. NW
Suite 600 Washington, DC 20006
Telephone:
Fax:
Staff:
25
Volunteers:
225
Members:
650 SEC-registered firms that are members of the IAA .
Certification Programs:
CIC; IACCP


Financial Snapshot

 

Total revenues: $5,828,438


Year - 2018
1st-yr growth
6.69%
 
 
 
 
 
Year by Year
Revenue
 
Program service revenue
 
Investment income
 
Miscellaneous revenue

Total expenses: $5,868,411


Year - 2018
1st-yr growth
14.18%
 
 
 
 
 
Year by Year
Expenses
 
Compensation for non-officers/directors
 
Compensation of current officers, directors, etc
 
Conferences, conventions, meetings
 
Other

Total assets: $6,655,764


Year - 2018
1st-yr growth
8.75%
 
 
 
 
 
Year by Year
Assets
 
Investments in publicly traded securities
 
Land, buildings, & equipment (net)
 
Savings and temporary cash investments
 
Other

Total Liabilities: $2,956,116


Year - 2018
1st-yr growth
25.36%
 
 
 
 
 
Year by Year
Liabilities
 
Deferred revenue
 
Other liabilities
 
Accounts payable and accrued expenses


 
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