Legg Mason is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in Florida, Indiana, Kentucky, and New York (although they are present in other states as well).
Most Legg Mason clients are health and welfare funds, grantmaking foundations, and assisted living and continuing care retirement communities with revenues ranging from $7.8 million to $70 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 | Easter Seals South Florida | 501(c)(3) | Miami, FL | ||
| 3 | Triad Math and Science Academy Company | 501(c)(3) | Apex, NC | ||
| 4 | Rockwood Retirement Communities | 501(c)(3) | Spokane, WA | ||
| 5 | Masonic Homes of Kentucky | 501(c)(3) | Masonic Home, KY | ||
| 6 | Arthur Vining Davis Foundation PF #3 (AVDF) | 501(c)(3) | Ponte Vedra Beach, FL | ||
| 7 | Tangram | 501(c)(3) | Indianapolis, IN | ||
| 8 | Children's Physicians | 501(c)(3) | Omaha, NE | ||
| 9 | Northern Lights Services | 501(c)(3) | Washburn, WI | ||
| 10 | Overhills Foundation | 501(c)(3) | Garden City, NY | ||
| ... | and 4 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., Pioneer Investment Management, Inc, Proaccount, Advised Assets Group, LLC, Morningstar, Morningstar Investment Management LLC, Merrill Lynch Life Agency, NFP Retirement Inc, Towers Watson, and Fiduciary Investment Advisors.
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