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, religious organizations, other schools and instruction, residential intellectual and developmental disability facilities, assisted living and continuing care retirement communities, museums, historical sites, and similar institutions, and grantmaking foundations with revenues ranging from $2.1 million to $51 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 | The Jesus Fund | 501(c)(3) | Little Rock, AR | ||
| 5 | George S. and Dolores Dore Eccles Foundation | 501(c)(3) | Salt Lake City, UT | ||
| 6 | Thomas Jefferson Foundation | 501(c)(3) | Charlottesville, VA | ||
| 7 | Dow Rummel Village | 501(c)(3) | Sioux Falls, SD | ||
| 8 | Marbridge Foundation | 501(c)(3) | Manchaca, TX | ||
| 9 | Marian and Edward Macdowell | 501(c)(3) | Peterborough, NH | ||
| 10 | Vista Hermosa Foundation | 501(c)(3) | Pasco, WA | ||
| ... | and 29 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 Regions Bank, Ubs Financial Services Inc, Bmo Harris Bank Na, State Street Bank and Trust, Fiduciary Investment Advisors, LLC, Cammack Larhette Advisors, Valic Retirement Services Company, Trowe Price, The Variable Annuity Life Insurance, and Reliance Trust Company.
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