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 South Dakota, Utah, and California (although they are present in other states as well).
Most Fidelity Brokerage Services LLC clients are health and welfare funds, residential intellectual and developmental disability facilities, religious organizations, other schools and instruction, assisted living and continuing care retirement communities, museums, historical sites, and similar institutions, and grantmaking foundations with revenues ranging from $3.7 million to $30 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 | McCance Foundation | 501(c)(3) | North Scituate, MA | ||
| 3 | ESB3 Foundation | 501(c)(3) | Houston, TX | ||
| 4 | George S. and Dolores Dore Eccles Foundation | 501(c)(3) | Salt Lake City, UT | ||
| 5 | Thomas Jefferson Foundation | 501(c)(3) | Charlottesville, VA | ||
| 6 | Dow Rummel Village | 501(c)(3) | Sioux Falls, SD | ||
| 7 | Marbridge Foundation | 501(c)(3) | Manchaca, TX | ||
| 8 | Marian and Edward Macdowell | 501(c)(3) | Peterborough, NH | ||
| 9 | Vista Hermosa Foundation | 501(c)(3) | Pasco, WA | ||
| 10 | Firebird Foundation for Anthropological Research | 501(c)(3) | Phillips, ME | ||
| ... | and 23 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 Capital Research and Management Company, State Street Corporation, Regions Bank, Comerica Bank, RBC Wealth Management, Raymond James and Associates, Bmo Harris Bank Na, Minnesota Life Insurance Company, Healthcare Community Securities Cor, and Oneamerica Retirement Services LLC.
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