Cause IQ vendor profile

Morningstar Associates, LLC

Morningstar Associates, LLC is a firm that provides investment management, financial advisor, commercial bank, and administrative support 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 and hospitals with revenues ranging from $16 million to $94 million.

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

Primary location:
Chicago, IL
All locations:
Identified clients:
Avg client size:
$36 mil revenue
Median client size:
$18 mil revenue

Morningstar Associates, LLC client list

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
6Autism Treatment Center501(c)(3)Dallas, TX
7New Museum of Contemporary Art501(c)(3)New York, NY
8Wood County Hospital501(c)(3)Bowling Green, OH
9Margaret Mary Health501(c)(3)Batesville, IN
10Caron Caron Treatment Centers Caron New York Caron Philadelphia Breakthrough at Caron Caron Boston Caron DC Caron Solutions501(c)(3)Wernersville, PA
...and 46 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 Principal Financial Group, Great West Life and Annuity Company, Fidelity Investments, Variable Annuity Life Insurance Co., Charles Schwab Bank, Ubs Financial Services Inc, Newport Group, Inc., Vanguard Group, Inc., Morgan Stanley Smith Barney LLC, and Ascensus.

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