Cause IQ vendor profile

Legg Mason Investor Services, LLC


Legg Mason Investor Services, LLC is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in New York, Pennsylvania, and California (although they are present in other states as well).

Most Legg Mason Investor Services, LLC clients are individual and family services and community housing services with revenues ranging from $18 million to $58 million.

Previous legal names, trade names, or just variations of their name include: Legg Mason Investor Services, Inc..

Primary location:
Baltimore, MD
Clients in:
CT, MD
Identified clients:
56
Avg client size:
$41 mil revenue
Median client size:
$21 mil revenue

Legg Mason Investor Services, LLC client list

  Name Type Location
1 Classical Charter Schools 501(c)(3) Bronx, NY
2 New Leaders 501(c)(3) New York, NY
3 Episcopal Community Services of the Diocese of Pennsylvania 501(c)(3) Philadelphia, PA
4 The Houston Food Bank 501(c)(3) Houston, TX
5 The Union League of Philadelphia 501(c)(7) Philadelphia, PA
6 Results for Development (R4D) 501(c)(3) Washington, DC
7 Morningside Ministries 501(c)(3) San Antonio, TX
8 PIBLY Residential Programs 501(c)(3) Bronx, NY
9 The Gavin Foundation 501(c)(3) South Boston, MA
10 WorldatWork 501(c)(3) Scottsdale, AZ
... and 46 more Legg Mason Investor Services, LLC not-for-profit tax-exempt clients identified by Cause IQ

Legg Mason Investor Services, LLC competitors

Competitors to Legg Mason Investor Services, LLC in the nonprofit sector include Cambridge Investment Research, Morningstar, Ivy Funds, Inc., Pioneer Investment Management, Inc, Optumrx, Inc., Mma Securities LLC, NFP Retirement Inc., Charles Schwab Investment Management Inc., CBIZ Retirement Plan Services, and Fiduciary Investment Advisors.

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