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, individual and family services, hospitals, and credit unions with revenues ranging from $40 million to $329 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 | National Retail Federation (NRF) | 501(c)(6) | Washington, DC | ||
| 4 | Institute of Internal Auditors (IIA) | 501(c)(6) | Lake Mary, FL | ||
| 5 | Amnesty International of the USA | 501(c)(3) | New York, NY | ||
| 6 | Center for Reproductive Rights (CRR) | 501(c)(3) | New York, NY | ||
| 7 | American Academy of Orthopaedic 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 | 501(c)(3) | Portland, OR | ||
| ... | and 176 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 Axa Equitable Life Insurance, Metlife Securities Inc, Regions Bank, RBC Wealth Management, CBIZ, Brown and Brown Of Florida Inc, Aon Hewitt, Massachusetts Mutual Life Insurance Co., Empower Annuity Insurance Company, and Voya Retirement Ins and Annuity Company.
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