Cadaret Grant and Company is a firm that provides insurance agent or broker, financial advisor, investment management, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Ohio, New York, and South Carolina (although they are present in other states as well).
Most Cadaret Grant and Company clients are labor unions, hospitals, services for the elderly and people with disabilities, individual and family services, and grantmaking foundations with revenues ranging from $11 million to $5.1 billion.
| Name | Type | Location | |
|---|---|---|---|
| 1 | The Cleveland Clinic Foundation | 501(c)(3) | Independence, OH |
| 2 | Stephen Siller Tunnel To Towers Foundation | 501(c)(3) | Staten Island, NY |
| 3 | Ohio District 5 Area Agency on Aging | 501(c)(3) | Ontario, OH |
| 4 | OCAB Community Action Agency | 501(c)(3) | Orangeburg, SC |
| 5 | BCTGM International Union - 19 | 501(c)(5) | Cleveland, OH |
| 6 | Operative Plasterers' and Cement Masons' International Association - Opcmia Local 9 | 501(c)(5) | North Tonawanda, NY |
Competitors to Cadaret Grant and Company in the nonprofit sector include Leafhouse Financial Advisors, LLC, Voya, The Variable Annuity Life Insurance, Stifel Nicolaus, Royal Alliance Associates Inc, United Of Omaha, Northwestern Mutual Investment Serv, CBIZ Retirement Plan Services, Healthcare Community Securities Cor, and CBIZ.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.