Morgan Stanley Smith Barney LLC is a firm that provides investment management, insurance agent or broker, financial advisor, commercial bank, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in New York and California (although they are present in other states as well).
Most Morgan Stanley Smith Barney LLC clients are health and welfare funds, outpatient health care practitioners and facilities, and labor unions with revenues ranging from $10 million to $116 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Society for Human Resource Management (SHRM) | 501(c)(6) | Alexandria, VA | ||
| 2 | The Thresholds | 501(c)(3) | Chicago, IL | ||
| 3 | National School Boards Association (NSBA) | 501(c)(3) | Alexandria, VA | ||
| 4 | Amalgamated Transit Union (ATU) | 501(c)(5) | Silver Spring, MD | ||
| 5 | National Rifle Association (NRA) | 501(c)(4) | Fairfax, VA | ||
| 6 | Specialty Equipment Market Association (SEMA) | 501(c)(6) | Diamond Bar, CA | ||
| 7 | The Washington Home | 501(c)(3) | Washington, DC | ||
| 8 | Froedtert South | 501(c)(3) | Kenosha, WI | ||
| 9 | Ralph C Wilson Jr Foundation | 501(c)(3) | Detroit, MI | ||
| 10 | Aurora Medical Center Bay Area (BAMC) | 501(c)(3) | Milwaukee, WI | ||
| ... | and 128 more Morgan Stanley Smith Barney LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morgan Stanley Smith Barney LLC in the nonprofit sector include Fidelity Investments Institutional, Capfinancial Partners, LLC, Ubs Financial Services, Global Retirement Partners LLC, Valic, Merrill Lynch, Wells Fargo Bank, Variable Annuity Life Insurance Co., Newport Group, Inc., and Ascensus.
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