Fidelity Brokerage Services LLC is a firm that provides investment management, commercial bank, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Utah, California, New York, and South Dakota (although they are present in other states as well).
Most Fidelity Brokerage Services LLC clients are health and welfare funds, religious organizations, other schools and instruction, residential intellectual and developmental disability facilities, and grantmaking foundations with revenues ranging from $1.7 million to $29 million.
Previous legal names, trade names, or just variations of their name include: Fidelity Brokerage Services.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Schreiber Philanthropy | 501(c)(3) | Lake Forest, IL | ||
| 2 | ESB3 Foundation | 501(c)(3) | Houston, TX | ||
| 3 | George S. and Dolores Dore Eccles Foundation | 501(c)(3) | Salt Lake City, UT | ||
| 4 | Marian and Edward Macdowell | 501(c)(3) | Peterborough, NH | ||
| 5 | Vista Hermosa Foundation | 501(c)(3) | Pasco, WA | ||
| 6 | Firebird Foundation for Anthropological Research | 501(c)(3) | Phillips, ME | ||
| 7 | Lifescape | 501(c)(3) | Sioux Falls, SD | ||
| 8 | Lutheran Social Services of South Dakota | 501(c)(3) | Sioux Falls, SD | ||
| 9 | Emma Eccles Jones Foundation | 501(c)(3) | Salt Lake City, UT | ||
| 10 | Nora Eccles Treadwell Charitable Trust | 501(c)(3) | Salt Lake City, UT | ||
| ... | and 16 more Fidelity Brokerage Services LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fidelity Brokerage Services LLC in the nonprofit sector include Bmo Harris Bank Na, RBC Wealth Management, US Bank, JP Morgan Chase, Cambridge Investment Research Inc, Morningstar, Ubs Financial Services, Inc., State Street Global Advisors, Benefit Plans Admin Services, Inc., and Well and Good LLC.
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