Graystone Consulting is a firm that provides financial advisor, investment management, consulting services, fiduciary trustee, and insurance to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).
Most Graystone Consulting clients are health and welfare funds, pension funds, technical and trade schools, assisted living and continuing care retirement communities, and grantmaking foundations with revenues ranging from $6.7 million to $106 million.
Previous legal names, trade names, or just variations of their name include: Graystone Consulting LLC.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Powers Health (CFNI) | 501(c)(3) | Munster, IN | ||
| 2 | East Bay Community Foundation (EBCF) | 501(c)(3) | Oakland, CA | ||
| 3 | All Church Home for Children Foundation | 501(c)(3) | Fort Worth, TX | ||
| 4 | 1772 Foundation | 501(c)(3) | Morristown, NJ | ||
| 5 | Youngstown State University Foundation | 501(c)(3) | Youngstown, OH | ||
| 6 | Community Foundation Sonoma County | 501(c)(3) | Santa Rosa, CA | ||
| 7 | Glenmeadow | 501(c)(3) | Longmeadow, MA | ||
| 8 | Yakima Valley Community Foundation | 501(c)(3) | Yakima, WA | ||
| 9 | Community Foundation of Southeast Kansas | 501(c)(3) | Pittsburg, KS | ||
| 10 | National Stabilization AGREEMENT OF The Sheet Metal Industry Trust FUND | 501(c)(9) | Falls Church, VA | ||
| ... | and 11 more Graystone Consulting not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Graystone Consulting in the nonprofit sector include Fidelity, Principal, Marquette and Associates, Leafhouse Financial Advisors, LLC, Stifel Nicolaus, Merrill Lynch Pierce Fenner and Smith, Reliance Trust Company, Usi Consulting Group, Resources Investment Advisors, Inc., and Royal Alliance Associates Inc.
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