Cause IQ vendor profile

Morningstar Associates, LLC


Morningstar Associates, LLC is a firm that provides investment management, financial advisor, and commercial bank to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Morningstar Associates, LLC clients are outpatient health care practitioners and facilities, hospitals, elementary and secondary schools, and vocational rehabilitation services with revenues ranging from $14 million to $86 million.

Previous legal names, trade names, or just variations of their name include: Morningstar Associates.

Identified clients:
64
Avg client size:
$34 mil revenue
Median client size:
$17 mil revenue

Morningstar Associates, LLC client list

 NameTypeLocation
1Longwood Gardens501(c)(3)Kennett Square, PA
2Parker University501(c)(3)Dallas, TX
3Goodwill Industries of Greater New York and Northern New Jersey501(c)(3)Astoria, NY
4Redstone Presbyterian SeniorCare501(c)(3)Greensburg, PA
5Foundation Communities501(c)(3)Austin, TX
6New Museum of Contemporary Art501(c)(3)New York, NY
7Autism Treatment Center501(c)(3)Dallas, TX
8Wood County Hospital501(c)(3)Bowling Green, OH
9Margaret Mary Health501(c)(3)Batesville, IN
10The Children's Village501(c)(3)Dobbs Ferry, NY
...and 54 more Morningstar Associates, LLC not-for-profit tax-exempt clients identified by Cause IQ

Morningstar Associates, LLC competitors

Competitors to Morningstar Associates, LLC in the nonprofit sector include Benefit Plans Admin Services, Inc., Ubs Financial Services, Alerus Financial, N.a., Global Retirement Partners LLC, Valic, Morgan Stanley Smith Barney LLC, Variable Annuity Life Insurance Company, Newport Group, Inc., Ascensus, and Great West Life and Annuity Company.

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