Metropolitan West Asset Management is a firm that provides investment management and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in New York, California, Michigan, and Minnesota (although they are present in other states as well).
Most Metropolitan West Asset Management clients are health and welfare funds with revenues ranging from $14 million to $161 million.
Previous legal names, trade names, or just variations of their name include: Metropolitan West Asset Management LLC.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Concepts of Independence | 501(c)(3) | New York, NY | ||
| 2 | LifeLink Foundation | 501(c)(3) | Tampa, FL | ||
| 3 | International Foundation of Employee Benefit Plans | 501(c)(3) | Brookfield, WI | ||
| 4 | Applewood Centers | 501(c)(3) | Shaker Heights, OH | ||
| 5 | King's Daughters Medical Center / Ashland Hospital Corporation (KDMC) | 501(c)(3) | Ashland, KY | ||
| 6 | Montereau | 501(c)(3) | Tulsa, OK | ||
| 7 | 12 and 12 | 501(c)(3) | Tulsa, OK | ||
| 8 | Gurwin Jewish-Fay J Lindner Residences | 501(c)(3) | Commack, NY | ||
| 9 | Gurwin Jewish Nursing & Rehabilitation Center | 501(c)(3) | Commack, NY | ||
| 10 | Claxton-Hepburn Medical Center | 501(c)(3) | Ogdensburg, NY | ||
| ... | and 18 more Metropolitan West Asset Management not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Metropolitan West Asset Management in the nonprofit sector include Marquette and Associates, Alerus Financial, N.a., Commonwealth Financial Network, Leafhouse Financial Advisors, LLC, Kestra Advisory Services LLC, Investment Performance Services, Pensionmark Financial Group LLC, LPL Financial LLC - RPCP, Wilmington Trust, and Cambridge Associates.
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