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, residential intellectual and developmental disability facilities, and assisted living and continuing care retirement communities with revenues ranging from $16 million to $107 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 | Young Mens Christian Association of Greater New York (YMCANYC) | 501(c)(3) | New York, NY | ||
| 2 | Heluna Health Phfe (PHFE) | 501(c)(3) | City of Industry, CA | ||
| 3 | Greater Miami Jewish Federation | 501(c)(3) | Miami, FL | ||
| 4 | Easter Seals South Florida | 501(c)(3) | Miami, FL | ||
| 5 | Step By Step | 501(c)(3) | Wilkes Barre, PA | ||
| 6 | McKenzie County Healthcare Systems | 501(c)(3) | Watford City, ND | ||
| 7 | Rockwood Retirement Communities | 501(c)(3) | Spokane, WA | ||
| 8 | Masonic Homes of Kentucky | 501(c)(3) | Masonic Home, KY | ||
| 9 | Easter Seals Massachusetts | 501(c)(3) | Worcester, MA | ||
| 10 | Arthur Vining Davis Foundation PF #3 (AVDF) | 501(c)(3) | Ponte Vedra Beach, FL | ||
| ... | and 11 more Legg Mason not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Legg Mason in the nonprofit sector include Conduent HR Consulting, LLC, Oppenheimer Funds Inc., Msi Financial Services Inc., Well and Good LLC, Legg Mason Investor Services, LLC, Mid Atlantic Trust Company, American Century Investment Service, Blackrock Investments, Inc., Paychex Securities Corporation, and Ivy Funds.
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