Morgan Stanley Wealth Management is a firm that provides financial advisor, investment management, commercial bank, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in Michigan and New York (although they are present in other states as well).
Most Morgan Stanley Wealth Management clients are health and welfare funds, libraries and archives, legal services, community colleges and junior colleges, hospitals, residential intellectual and developmental disability facilities, and grantmaking foundations with revenues ranging from $2.5 million to $84 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Trout Unlimited | 501(c)(3) | Arlington, VA | ||
| 2 | Seattle Public Library Foundation | 501(c)(3) | Seattle, WA | ||
| 3 | The Applebaum Foundation | 501(c)(3) | New York, NY | ||
| 4 | Rocky Mountain Human Services | 501(c)(3) | Denver, CO | ||
| 5 | Judson | 501(c)(3) | Cleveland, OH | ||
| 6 | Reid Hospital and Health Care Services | 501(c)(3) | Richmond, IN | ||
| 7 | CBD College | 501(c)(3) | Los Angeles, CA | ||
| 8 | Community Legal Aid (CLA) | 501(c)(3) | Worcester, MA | ||
| 9 | Easter Seals Massachusetts | 501(c)(3) | Worcester, MA | ||
| 10 | Trucking Employees of North Jersey Welfare Fund | 501(c)(9) | Elmwood Park, NJ | ||
| ... | and 12 more Morgan Stanley Wealth Management not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morgan Stanley Wealth Management in the nonprofit sector include Fidelity, Ubs, Wilmington Trust, Raymond James and Associates, Alerus Financial, N.a., Matrix Trust Company, Massachusetts Mutual Life Ins Company, J P Morgan, Trowe Price, and Jpmorgan Chase Bank Na.
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