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 California, South Dakota, Utah, and Washington (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 $2.1 million to $39 million.
Previous legal names, trade names, or just variations of their name include: Fidelity Brokerage Services.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Gerson Bakar Foundation | 501(c)(3) | San Francisco, CA | ||
| 2 | Schreiber Philanthropy | 501(c)(3) | Lake Forest, IL | ||
| 3 | McCance Foundation | 501(c)(3) | North Scituate, MA | ||
| 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 | Uaw Retirees of Dana Corporation Health and Welfare Trust | 501(c)(9) | Washington, DC | ||
| ... | and 28 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 Paychex, Inc., Regions Bank, Ubs Financial Services Inc, Bmo Harris Bank Na, Capital Research and Management Company, US Bank, Ubs Financial Services, Inc., Oneamerica Retirement Services LLC, Morningstar, and Cambridge Investment Research Inc.
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.