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 and Pennsylvania (although they are present in other states as well).
Most Advised Assets Group clients are outpatient health care practitioners and facilities, assisted living and continuing care retirement communities, and individual and family services with revenues ranging from $15 million to $48 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | IFCJ The Fellowship | 501(c)(3) | Chicago, IL | ||
| 2 | Federation of State Medical Boards of the United States | 501(c)(6) | Euless, TX | ||
| 3 | New Visions for Public Schools | 501(c)(3) | New York, NY | ||
| 4 | Jenner's Pond | 501(c)(3) | Bala Cynwyd, PA | ||
| 5 | Marshall Medical Center | 501(c)(3) | Placerville, CA | ||
| 6 | Iff | 501(c)(3) | Chicago, IL | ||
| 7 | Mental Health America of Los Angeles (MHA) | 501(c)(3) | Long Beach, CA | ||
| 8 | Jewish Federation Council of Greater LA | 501(c)(3) | Los Angeles, CA | ||
| 9 | Jonathan Club (JC) | 501(c)(7) | Los Angeles, CA | ||
| 10 | Charter Oak Health Center (COHC) | 501(c)(3) | Hartford, CT | ||
| ... | and 44 more Advised Assets Group not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Advised Assets Group in the nonprofit sector include Northwestern Mutual, Securities America Inc, Digital Insurance, Inc, Cigna Health and Life Insurance, Milliman, Metlife Insurance Company, Morgan Stanley Smith Barney, Gallagher Benefit Services, Morgan Stanley, and Oppenheimer.
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