Morningstar Investment Management LLC is a firm that provides financial advisor and investment management 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 LLC clients are outpatient health care practitioners and facilities, residential intellectual and developmental disability facilities, individual and family services, and vocational rehabilitation services with revenues ranging from $29 million to $105 million.
Previous legal names, trade names, or just variations of their name include: Morningstar Investment Management.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Massachusetts Society for the Prevention of Cruelty to Animals (MSPCA-Angell) | 501(c)(3) | Boston, MA | ||
| 2 | Elizabeth Glaser Pediatric Aids Foundation | 501(c)(3) | Washington, DC | ||
| 3 | Easter Seals Delaware and Maryland's Eastern Shore | 501(c)(3) | New Castle, DE | ||
| 4 | HASC Center | 501(c)(3) | Brooklyn, NY | ||
| 5 | Specialty Equipment Market Association and Performance Racing | 501(c)(6) | Diamond Bar, CA | ||
| 6 | UMGC Ventures | 501(c)(3) | Bethesda, MD | ||
| 7 | Council for Affordable Quality Healthcare (CAQH) | 501(c)(6) | Washington, DC | ||
| 8 | Campus Child Care | 501(c)(3) | Cambridge, MA | ||
| 9 | Chase Brexton Health Care | 501(c)(3) | Baltimore, MD | ||
| 10 | Northwestern Media (UNWSP) | 501(c)(3) | Saint Paul, MN | ||
| ... | and 43 more Morningstar Investment Management LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morningstar Investment Management LLC in the nonprofit sector include Investment Performance Services, Wilmington Trust, Cambridge Associates, Massachusetts Mutual Life Ins. Co., CBIZ Benefits and Insurance Services, NFP Insurance Services Inc, Aon Consulting Inc, Lincoln National Life Insurance, Valic, and Global Retirement Partners LLC.
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.