Morningstar Investment Management L is a firm that provides financial advisor and insurance agent or broker to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).
Most Morningstar Investment Management L clients are outpatient health care practitioners and facilities, hospitals, and credit unions with revenues ranging from $40 million to $361 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | United States Fund for Unicef | 501(c)(3) | New York, NY | ||
| 2 | International Baccalaureate Organization | 501(c)(3) | Washington, DC | ||
| 3 | Victor Community Support Services (VCSS) | 501(c)(3) | Chico, CA | ||
| 4 | National Retail Federation (NRF) | 501(c)(6) | Washington, DC | ||
| 5 | Institute of Internal Auditors (IIA) | 501(c)(6) | Lake Mary, FL | ||
| 6 | Amnesty International | 501(c)(3) | New York, NY | ||
| 7 | Easter Seals Blake Foundation | 501(c)(3) | Tucson, AZ | ||
| 8 | American Academy of Orthopedic Surgeons (AAOS) | 501(c)(3) | Rosemont, IL | ||
| 9 | Independent Community Bankers of America (ICBA) | 501(c)(6) | Sauk Centre, MN | ||
| 10 | Infectious Diseases Society of America (IDSA) | 501(c)(6) | Arlington, VA | ||
| ... | and 141 more Morningstar Investment Management L not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morningstar Investment Management L in the nonprofit sector include Merrill Lynch Life Agency, Towers Watson, Advised Assets Group, LLC, Wells Fargo Clearing Services LLC, Captrust, CBIZ Retirement Plan Services, Morningstar, Minnesota Life Insurance Company, The Hays Group, Inc., and Segal Consulting.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.