Cause IQ vendor profile

Cambridge Investment Research Inc


Cambridge Investment Research Inc is a firm that provides financial advisor, insurance agent or broker, fiduciary trustee, investment management, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Pennsylvania, California, and Illinois (although they are present in other states as well).

Most Cambridge Investment Research Inc clients are hospitals, colleges, universities, and professional schools, and credit unions with revenues ranging from $17 million to $150 million.

Primary location:
Fairfield, IA
Clients in:
IA
Identified clients:
40
Avg client size:
$142 mil revenue
Median client size:
$38 mil revenue

Cambridge Investment Research Inc client list

  Name Type Location
1 Edgewood LifeCare Community 501(c)(3) North Andover, MA
2 Bpa Worldwide 501(c)(6) Lisle, IL
3 Polish National Alliance of the US of NA 501(c)(8) Chicago, IL
4 Creative Options 501(c)(3) Rosedale, MD
5 Penndel Mental Health Center (PMHC) 501(c)(3) Langhorne, PA
6 Jewish Council for Youth Services 501(c)(3) Chicago, IL
7 Abilene Christian University (ACU) 501(c)(3) Abilene, TX
8 Meadville Medical Center (MMC) 501(c)(3) Meadville, PA
9 Columbus Community Hospital 501(c)(3) Columbus, NE
10 Messiah University 501(c)(3) Mechanicsburg, PA
... and 30 more Cambridge Investment Research Inc not-for-profit tax-exempt clients identified by Cause IQ

Cambridge Investment Research Inc competitors

Competitors to Cambridge Investment Research Inc in the nonprofit sector include Towers Watson, Raymond James Financial Services, Ubs Financial Services, Inc., Capfinancial Partners, LLC, Transamerica, Minnesota Life Insurance Company, Voya Retirement Insurance and Annuity Co., Northwestern Mutual Investment Serv, Healthcare Community Securities Cor, and Ameriprise Financial Services.

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