Merrill Lynch Life Agency is a firm that provides insurance agent or broker, financial advisor, investment management, and insurance to nonprofit clients. They primarily provide their services regionally, with most clients in California and New Jersey (although they are present in other states as well).
Most Merrill Lynch Life Agency clients are trade associations, outpatient health care practitioners and facilities, and residential intellectual and developmental disability facilities with revenues ranging from $9.0 million to $54 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Marine Manufacturers Association (NMMA) | 501(c)(6) | Washington, DC | ||
| 2 | Union Rescue Mission (URM) | 501(c)(3) | Los Angeles, CA | ||
| 3 | Resources for Community Development (RCD) | 501(c)(3) | Berkeley, CA | ||
| 4 | San Diego Theatres | 501(c)(3) | San Diego, CA | ||
| 5 | Hudson Community Enterprises (HCE) | 501(c)(3) | Jersey City, NJ | ||
| 6 | Valley Hunt Club | 501(c)(7) | Pasadena, CA | ||
| 7 | Quinco Mental Health | 501(c)(3) | Bolivar, TN | ||
| 8 | Aspira de Puerto Rico | 501(c)(3) | San Juan, PR | ||
| 9 | Hunterdon Preparatory School | 501(c)(3) | Annandale, NJ | ||
| 10 | Pelican State Credit Union | 501(c)(14) | Baton Rouge, LA | ||
| ... | and 9 more Merrill Lynch Life Agency not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Merrill Lynch Life Agency in the nonprofit sector include Lincoln National Life Insurance, CBIZ Benefits and Insurance Services, Valic, Voya, Commonwealth Financial Network, Leafhouse Financial Advisors, LLC, Captrust, Ameriprise Financial Services, Ubs Financial Services, and Ubs Financial Services, Inc..
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