Cause IQ vendor profile

Edward D A Sommer


Edward D A Sommer is a firm that provides financial advisor, investment management, insurance agent or broker, administrative support, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in Ohio (although they are present in other states as well).

Most Edward D A Sommer clients are assisted living and continuing care retirement communities, services for the elderly and people with disabilities, inpatient nursing, hospice, and rehabilitative care facilities, scientific research and development services, outpatient health care practitioners and facilities, hospitals, and museums, historical sites, and similar institutions with revenues ranging from $14 million to $66 million.

Primary location:
Worthington, OH
Clients in:
OH
Identified clients:
13
Avg client size:
$23 mil revenue
Median client size:
$13 mil revenue

Edward D A Sommer client list

 NameTypeLocation
1Transportation Research Center501(c)(3)East Liberty, OH
2Madison Health501(c)(3)London, OH
3MedFlight501(c)(3)Columbus, OH
4Columbus Museum of Art (CMA)501(c)(3)Columbus, OH
5SEM Haven501(c)(3)Milford, OH
6Dayton District Council of St. Vincent de Paul501(c)(3)Dayton, OH
7Area Agency on Aging District 7501(c)(3)Rio Grande, OH
8Ohio District 5 Area Agency on Aging501(c)(3)Ontario, OH
9Area Agency on Aging 3501(c)(3)Lima, OH
10Hill View Retirement Center501(c)(3)Portsmouth, OH
...and 3 more Edward D A Sommer not-for-profit tax-exempt clients identified by Cause IQ

Edward D A Sommer competitors

Competitors to Edward D A Sommer in the nonprofit sector include Morningstar, CBIZ Retirement Plan Services, Lincoln Financial Group, Kibble and Prentice, Metlife Insurance Company, Cigna Health and Life Insurance, Capfinancial Partners, Voya, Commonwealth Financial Network, and Axa Equitable Life Insurance.

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