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ACADEMY OF CERTIFIED PORTFOLIO

EIN: 27-2200721Eastlake, COZIP: 80614

Mission

ESTABLISH ACADEMIC INSTRUCTIONAL CRITERIA AND TESTING STANDARDS REQUIRED TO EARN THE CERTIFIED PORTFOLIO MANAGER DESIGNATION AND ESTABLISH THE CONTINUING EDUCATION REQUIREMENTS FOR THE MAINTENANCE OF THE CPM DESIGNATION.

Financials

YearRevenueExpensesAssets
2024$408k$0$244k
2023$478k$0$168k

Compensation

2024

HADI DURALI
$0
$0
$0
$0
BILL RICE III
$0
$0
$0
$0
WILLIAM LEWIS JR
$0
$0
$0
$0
COREY MAY
$0
$0
$0
$0
PATRICK MCFADDEN
$0
$0
$0
$0
ANN MCNAUGHTON
$0
$0
$0
$0
SHAWN MOORE
$0
$0
$0
$0
FRANK ROS
$0
$0
$0
$0
ANTHONY VALENTE
$0
$0
$0
$0
DAVID VILLALOBOS
$0
$0
$0
$0
LINDA WEITZ-STONE
$0
$0
$0
$0

2023

SHAWN MOORE
$0
$0
$0
$0
LINDA WEITZ-STONE
$0
$0
$0
$0
ANN MCNAUGHTON
$0
$0
$0
$0
HADI DURALI
$0
$0
$0
$0
DAVID VILLALOBOS
$0
$0
$0
$0
PATRICK MCFADDEN
$0
$0
$0
$0
BILL RICE III
$0
$0
$0
$0
ANTHONY VALENTE
$0
$0
$0
$0
COREY MAY
$0
$0
$0
$0
WILLIAM LEWIS JR
$0
$0
$0
$0

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Data from IRS Form 990 filings (2023-2024).