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 $355 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 | The Institute of Internal Auditors (IIA) | 501(c)(6) | Lake Mary, FL | ||
| 6 | Center for Reproductive Rights (CRR) | 501(c)(3) | New York, NY | ||
| 7 | Amnesty International | 501(c)(3) | New York, NY | ||
| 8 | American Academy of Orthopedic Surgeons (AAOS) | 501(c)(3) | Rosemont, IL | ||
| 9 | Easter Seals Blake Foundation | 501(c)(3) | Tucson, AZ | ||
| 10 | Independent Community Bankers of America (ICBA) | 501(c)(6) | Sauk Centre, MN | ||
| ... | and 144 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 Regions Bank, Raymond James and Associates, Inc., NFP Corporate Services Ny LLC, MML Insurance Agency LLC, Alliant Insurance Services, Inc., Alliant Insurance Services, Metlife Securities Inc, Principal Securities Inc, Ascensus, and Morgan Stanley Smith Barney LLC.
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