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, credit unions, and individual and family services 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 | The Institute of Internal Auditors (IIA) | 501(c)(6) | Lake Mary, FL | ||
| 4 | National Retail Federation (NRF) | 501(c)(6) | Washington, DC | ||
| 5 | Amnesty International | 501(c)(3) | New York, NY | ||
| 6 | Center for Reproductive Rights (CRR) | 501(c)(3) | New York, NY | ||
| 7 | American Academy of Orthopedic Surgeons (AAOS) | 501(c)(3) | Rosemont, IL | ||
| 8 | Independent Community Bankers of America (ICBA) | 501(c)(6) | Sauk Centre, MN | ||
| 9 | Easter Seals Blake Foundation | 501(c)(3) | Tucson, AZ | ||
| 10 | Oregon Humane Society | 501(c)(3) | Portland, OR | ||
| ... | and 167 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 The Hays Group, Inc., Mma Securities LLC, Merrill Lynch Life Agency, Morningstar, Cambridge Investment Research Inc, Advised Assets Group, LLC, LPL Financial, Towers Watson, Cambridge Investment Research, and Buck Global LLC.
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