Morgan Stanley Smith Barney Holding is a firm that provides insurance agent or broker, financial advisor, insurance, administrative support, and audit accounting to nonprofit clients. They primarily provide their services regionally, with most clients in California and Maryland (although they are present in other states as well).
Most Morgan Stanley Smith Barney Holding clients are real estate services and elementary and secondary schools with revenues ranging from $30 million to $31 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Boys' Latin School of Maryland | 501(c)(3) | Baltimore, MD |
| 2 | The Pasadena Center Operating Company | 501(c)(4) | Pasadena, CA |
Competitors to Morgan Stanley Smith Barney Holding in the nonprofit sector include Captrust, Healthcare Community Securities Cor, JP Morgan Chase, Ameriprise Financial Services, LPL Financial, Capfinancial Partners, LLC, The Segal Company, Fidelity Investments Institutional, Segal Consulting, and Great-West Life and Annuity Insurance Co..
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