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 $39 million to $306 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 | Institute of Internal Auditors (IIA) | 501(c)(6) | Lake Mary, FL | ||
| 5 | National Retail Federation (NRF) | 501(c)(6) | Washington, DC | ||
| 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 | Independent Community Bankers of America (ICBA) | 501(c)(6) | Sauk Centre, MN | ||
| 10 | Easter Seals Blake Foundation | 501(c)(3) | Tucson, AZ | ||
| ... | and 147 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 Advised Assets Group, Royal Alliance Associates Inc, United Healthcare, MML Investors Services LLC, The Angell Pension Group, Inc., Definiti, LLC, Mercer, Marsh and Mclennan Agency, Marsh and Mclennan Agency, LLC, and Kestra Investment Services LLC.
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