Advised Assets Group is a firm that provides investment management, financial advisor, insurance agent or broker, and insurance to nonprofit clients. They primarily provide their services regionally, with most clients in California, Pennsylvania, and New York (although they are present in other states as well).
Most Advised Assets Group clients are outpatient health care practitioners and facilities, hospitals, and assisted living and continuing care retirement communities with revenues ranging from $18 million to $94 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Freestore Foodbank | 501(c)(3) | Cincinnati, OH | ||
| 2 | IFCJ Stand for Israel Guardians of Israel Isaiah 58 on Wings of Eagles | 501(c)(3) | Chicago, IL | ||
| 3 | Jenner's Pond | 501(c)(3) | Bala Cynwyd, PA | ||
| 4 | New Visions for Public Schools | 501(c)(3) | New York, NY | ||
| 5 | Marshall Medical Center | 501(c)(3) | Placerville, CA | ||
| 6 | Iff | 501(c)(3) | Chicago, IL | ||
| 7 | Jewish Federation Council of Greater LA | 501(c)(3) | Los Angeles, CA | ||
| 8 | Corporate Source (TCS) | 501(c)(3) | Garden City, NY | ||
| 9 | Jonathan Club (JC) | 501(c)(7) | Los Angeles, CA | ||
| 10 | Charter Oak Health Center (COHC) | 501(c)(3) | Hartford, CT | ||
| ... | and 32 more Advised Assets Group not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Advised Assets Group in the nonprofit sector include Axa Equitable Life Insurance, Metlife Securities Inc, Massachusetts Mutual Life Insurance Co., Ascensus, Voya Retirement Ins and Annuity Company, Variable Annuity Life Insurance Company, Ubs Financial Services Inc, Morgan Stanley Smith Barney LLC, Metlife, and United Healthcare.
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