Cause IQ vendor profile

Janney Montgomery Scott LLC


Janney Montgomery Scott LLC is a firm that provides insurance agent or broker, investment management, financial advisor, fiduciary trustee, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in New Jersey, New York, and Pennsylvania (although they are present in other states as well).

Most Janney Montgomery Scott LLC clients are health and welfare funds, hospitals, inpatient nursing, hospice, and rehabilitative care facilities, assisted living and continuing care retirement communities, and grantmaking foundations with revenues ranging from $3.3 million to $109 million.

Previous legal names, trade names, or just variations of their name include: Janney Montgomery Scott.

Primary location:
Philadelphia, PA
Clients in:
PA, NY, NJ
Identified clients:
20
Avg client size:
$34 mil revenue
Median client size:
$8.9 mil revenue

Janney Montgomery Scott LLC client list

 NameTypeLocation
1Christ's Home501(c)(3)Warminster, PA
2Redstone Presbyterian SeniorCare501(c)(3)Greensburg, PA
3Daughters of Sarah Nursing Center501(c)(3)Albany, NY
4Shore Medical Center501(c)(3)Somers Point, NJ
5Moorestown Visiting Nurse Association501(c)(3)Moorestown, NJ
6The Fogarty Center / Options501(c)(3)Barrington, RI
7International Brotherhood of TMSTRS 863 Welfare Fund501(c)(9)Mountainside, NJ
83HC-Home Health & Hospice Care501(c)(3)Goldsboro, NC
9Pendleton Manor501(c)(3)Franklin, WV
10Teamsters Welfare Fund of Northern New Jersey Local 723501(c)(9)Union, NJ
...and 10 more Janney Montgomery Scott LLC not-for-profit tax-exempt clients identified by Cause IQ

Janney Montgomery Scott LLC competitors

Competitors to Janney Montgomery Scott LLC in the nonprofit sector include RBC Capital Markets, Ubs Financial Services, Inc., RBC Wealth Management, Metlife Insurance Company, Raymond James and Associates, Ubs, JP Morgan Chase, The Segal Company, Ubs Financial Services, and Massachusetts Mutual Life Insurance Co..

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