Oppenheimer is a firm that provides investment management, consulting services, insurance, financial advisor, and outsourced management to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most Oppenheimer clients are outpatient health care practitioners and facilities, residential intellectual and developmental disability facilities, and hospitals with revenues ranging from $19 million to $135 million.
Previous legal names, trade names, or just variations of their name include: Oppenheimer and Co., Inc..
|1||Adapt Community Network||501(c)(3)||New York, NY|
|2||Robin Hood Foundation / Tudor Charitable TR||501(c)(3)||New York, NY|
|3||Motion Picture Association of America (MPAA)||501(c)(6)||Sherman Oaks, CA|
|4||Council of Chief State School Officers||501(c)(3)||Washington, DC|
|5||Aid Atlanta||501(c)(3)||Atlanta, GA|
|6||The Exploratorium||501(c)(3)||San Francisco, CA|
|7||Uli - The Urban Land Institute||501(c)(3)||Washington, DC|
|8||Trout Unlimited (TU)||501(c)(3)||Arlington, VA|
|9||Student Conservation Association (SCA)||501(c)(3)||Arlington, VA|
|10||The California Endowment||501(c)(3)||Los Angeles, CA|
|...||and 65 more Oppenheimer not-for-profit tax-exempt clients identified by Cause IQ|
Competitors to Oppenheimer in the nonprofit sector include LPL Financial, Ubs Financial Services, Morgan Stanley Smith Barney LLC, Ubs Financial Services Inc, Raymond James and Associates, Morgan Stanley Smith Barney, Morgan Stanley, Fidelity Investments, Prudential, and Mercer.
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