The San Diego Society currently has 414 members. The following is a breakdown by industry and title.
| CFA Charterholder Information |
Percent |
| CFA charterholder |
79% |
| Non-charterholder |
21% |
| |
|
| Industry Classifications |
Percent |
| Broker Dealer, Investment Banking |
9% |
| Commercial/Retail Banking, Bank Trust Departments |
5% |
| Consulting Firm |
9% |
| Corporate/Public Sponsor & Foundation/Endowment |
2% |
| Insurance Company |
0% |
| Investment Company/Mutual Fund |
37% |
| Investment Management Counseling |
26% |
| Other businesses including government, academic, and miscellaneous |
12% |
| |
|
| Titles and Occupations |
Percent |
| Analyst, Equity & Fixed Income |
9% |
| Analyst, Other |
6% |
| CEO, Chairman, Partner, Principal |
10% |
| Chief Investment Officer |
9% |
| Investment Banker |
8% |
| Investment Counselor |
10% |
| Investment Firm Manager |
9% |
| Portfolio Manager |
17% |
| Sales/Marketing |
2% |
| Securities Trader |
9% |
| Other |
11% |