Cause IQ vendor profile

Boyd Watterson Asset Management LLC


Boyd Watterson Asset Management LLC is a firm that provides investment management, commercial bank, financial advisor, fiduciary trustee, and building leasing to nonprofit clients. They primarily provide their services regionally, with most clients in New York, Pennsylvania, and Michigan (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 $22 million to $143 million.

Primary location:
Cleveland, OH
Clients in:
OH
Identified clients:
26
Avg client size:
$122 mil revenue
Median client size:
$42 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 Operating Engineers' Local 324 Health Care Plan 501(c)(9) Troy, MI
3 Sheet Metal Workers Health Fund of Local Union No 19 501(c)(9) Philadelphia, PA
4 Uswu Local 74 Welfare Fund Local 74 Welfare Fund 501(c)(9) Long Island City, NY
5 Laborer's District Council Building and Construction Industry H&W Fund 501(c)(9) Philadelphia, PA
6 Laborers Union Local 1298 of Nassau and Suffolk Counties Welfare Fund 501(c)(9) Hempstead, NY
7 Cement and Concrete Workers DC Welfare Fund 501(c)(9) Bayside, NY
8 Northeast District Council of the Opcmia Welfare Fund 501(c)(9) Bronx, NY
9 Welfare Fund of Heat and Frost Insulators Local 12 501(c)(9) Long Island City, NY
10 Teamsters Local Union No 115 Health and Welfare Fund 501(c)(9) Philadelphia, PA
... and 16 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., Principal, Ubs, Amalgamated Bank Of Chicago, Raymond James and Associates, Wilmington Trust, Fidelity, Matrix Trust Company, and Alerus Financial, N.a..

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