First Mercantile Trust Company is a firm that provides investment management, fiduciary trustee, administrative support, commercial bank, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in California and Missouri (although they are present in other states as well).
Most First Mercantile Trust Company clients are credit unions and labor unions with revenues ranging from $38 million to $91 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Missouri Farm Bureau Federation | 501(c)(5) | Jefferson City, MO |
| 2 | Schools Financial Credit Union | 501(c)(14) | Sacramento, CA |
Competitors to First Mercantile Trust Company in the nonprofit sector include Adp, The Segal Company, Cambridge Investment Research Inc, Ubs Financial Services, Inc., Minnesota Life Insurance Company, Voya Retirement Insurance and Annuity Co., Capital Research and Management Company, JP Morgan Chase, Oneamerica Retirement Services LLC, and Paychex, Inc..
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