Legg Mason is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in Florida (although they are present in other states as well).
Most Legg Mason clients are health and welfare funds, grantmaking foundations, and residential intellectual and developmental disability facilities with revenues ranging from $16 million to $95 million.
Previous legal names, trade names, or just variations of their name include: Legg Mason Co LLC; and Legg Mason and Co LLC.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Children's Home Society of Florida | 501(c)(3) | Orlando, FL | ||
| 2 | Young Mens Christian Association of Greater New York (YMCANYC) | 501(c)(3) | New York, NY | ||
| 3 | Heluna Health Phfe (PHFE) | 501(c)(3) | City of Industry, CA | ||
| 4 | Greater Miami Jewish Federation | 501(c)(3) | Miami, FL | ||
| 5 | Easter Seals South Florida | 501(c)(3) | Miami, FL | ||
| 6 | Step By Step | 501(c)(3) | Wilkes Barre, PA | ||
| 7 | McKenzie County Healthcare Systems | 501(c)(3) | Watford City, ND | ||
| 8 | Rockwood Retirement Communities | 501(c)(3) | Spokane, WA | ||
| 9 | Masonic Homes of Kentucky | 501(c)(3) | Masonic Home, KY | ||
| 10 | Easter Seals Massachusetts | 501(c)(3) | Worcester, MA | ||
| ... | and 12 more Legg Mason not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Legg Mason in the nonprofit sector include Ivy Funds, Inc., Prime Buchholz and Associates, Towers Watson, Fiduciary Investment Advisors, Caremark, CBIZ Retirement Plan Services, Wells Fargo Clearing Services LLC, Community Insurance Company, Minnesota Life Insurance Company, and HM Life Insurance Company.
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