


CFA Society Dallas/Fort Worth
Financial Services • Dallas, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 12900 Preston Rd, Dallas, Texas 75230, US |
| Website | |
| NAICS | 52 |
| Keywords | Investment Management, Advocacy, Performance Reporting, Finanacial Analysis |
| Founded | 1951 |
| Employees | 1-10 |
| Socials |
Key Contacts at CFA Society Dallas/Fort Worth
Daniel J. Drabinski
Treasurer- Board Of Directors
Lauren Minch
Chief Executive Officer
CFA Society Dallas/Fort Worth Email Formats
CFA Society Dallas/Fort Worth uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@cfadfw.org), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@cfadfw.org | 100% |
About CFA Society Dallas/Fort Worth
The CFA Society Dallas/Fort Worth (formerly the Dallas Society of Financial Analysts and prior to that, the Dallas Association of Investment Analysts) was founded in 1951 to: - provide interchange between investment and portfolio managers; - promote good fellowship among those whose primary occupation is investment and securities analysis; - improve analytical procedures and techniques; - promote our membership to the investing public. The society plays a vital role within the Dallas and Fort Worth area promoting a better understanding of the investment management profession; - to encourage, strengthen and support the Chartered Financial Analyst® professional designation and to assist those candidates working towards achieving the CFA® charter. Of equal importance has been its mission to promote high standards of professional and ethical conduct among its members. For more than 70 years, these objectives have guided the society and the local investment community. The society was the 15th formed worldwide and is among the largest member societies of the CFA Institute.
CFA Society Dallas/Fort Worth revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
CFA Society Dallas/Fort Worth has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
CFA Society Dallas/Fort Worth has never raised funding before.
Frequently asked questions
4.8
40,000 users



