Investment Adviser Association:
The Trade Group for SEC-Registered Investment Adviser Firms

Recently Released!!!
Date Published: March 2012
Comprehensive Power Point Deck: 53 Slides
Summary Power Point Deck: 23 Slides

The Investment Adviser Association was founded in 1937 and is based in Washington, DC. The Association has 500 members and its members have $10.0 trillion assets under management. The Investment Adviser Association is led by its Chairman Blake Moore, President Vivian Pan, & Executive Director David Tittsworth.

The Investment Adviser Association's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Investment Counsel Association of America Phase
  • Early Investment Adviser Association Phase
  • Advocacy & Recognition Phase
Its profile includes the key statistics of the association, including its number of members, members assets under management, revenues, & net profits.
Its profile includes detailed outlines of its core services:
  • Advocacy
  • Compliance
  • Education
And its profile concludes with the highlights of its organizational structure & ownership.

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