Cause IQ vendor profile

Boyd Watterson Asset Management LLC


Boyd Watterson Asset Management LLC is a firm that provides investment management, financial advisor, commercial bank, fiduciary trustee, and building leasing to nonprofit clients. They primarily provide their services regionally, with most clients in New York and Pennsylvania (although they are present in other states as well).

Most Boyd Watterson Asset Management LLC clients are health and welfare funds with revenues ranging from $20 million to $96 million.

Primary location:
Cleveland, OH
Clients in:
OH
Identified clients:
22
Avg client size:
$128 mil revenue
Median client size:
$41 mil revenue

Boyd Watterson Asset Management LLC client list

  Name Type Location
1 Management-Ila Managed Health Care Trust Fund 501(c)(9) New York, NY
2 Sheet Metal Workers Health Fund of Local Union No 19 501(c)(9) Philadelphia, PA
3 Uswu Local 74 Welfare Fund Local 74 Welfare Fund 501(c)(9) Long Island City, NY
4 Laborers Union Local 1298 of Nassau and Suffolk Counties Welfare Fund 501(c)(9) Hempstead, NY
5 Laborer's District Council Building and Construction Industry H&W Fund 501(c)(9) Philadelphia, PA
6 Cement and Concrete Workers DC Welfare Fund 501(c)(9) Bayside, NY
7 Northeast District Council of the Opcmia Welfare Fund 501(c)(9) Bronx, NY
8 Welfare Fund of Heat and Frost Insulators Local 12 501(c)(9) Long Island City, NY
9 Teamsters Local Union No 115 Health and Welfare Fund 501(c)(9) Philadelphia, PA
10 Cement Masons Union Local No 592 Welfare Plan 501(c)(9) Philadelphia, PA
... and 12 more Boyd Watterson Asset Management LLC not-for-profit tax-exempt clients identified by Cause IQ

Boyd Watterson Asset Management LLC competitors

Competitors to Boyd Watterson Asset Management LLC in the nonprofit sector include Nationwide, JP Morgan Chase Bank N.a., Matrix Trust Company, Alerus Financial, N.a., Raymond James and Associates, Ubs, Wilmington Trust, Fidelity, Principal, and Ubs Financial Services, Inc..

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