Prime Buchholz and Associates is a firm that provides financial advisor, consulting services, investment management, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts and New York (although they are present in other states as well).
Most Prime Buchholz and Associates clients are hospitals, colleges, universities, and professional schools, other schools and instruction, promoters of performing arts, sports, and similar events, environment, conservation, and wildlife organizations, economic development corporations and economic program organizations, and grantmaking foundations with revenues ranging from $6.0 million to $248 million.
Previous legal names, trade names, or just variations of their name include: Prime Buchholz; Prime Buchholz Associates Inc; Prime Buchholz and Associates LLC; Prime, Buchholz LLC; and Prime Buchholz and Associatiates Inc.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | American Technion Society | 501(c)(3) | New York, NY | ||
| 2 | Berklee College of Music | 501(c)(3) | Boston, MA | ||
| 3 | The Boston Foundation (TBF) | 501(c)(3) | Boston, MA | ||
| 4 | Lahey Clinic Foundation | 501(c)(3) | Charlestown, MA | ||
| 5 | The Baruch College Fund | 501(c)(3) | New York, NY | ||
| 6 | MetroWest Health Foundation | 501(c)(3) | Framingham, MA | ||
| 7 | Amelia Peabody Foundation | 501(c)(3) | Topsfield, MA | ||
| 8 | Mount Sinai Morningside and Mount Sinai West | 501(c)(3) | New York, NY | ||
| 9 | Eckerd College | 501(c)(3) | Saint Petersburg, FL | ||
| 10 | NYEE of Mount Sinai (NYEE) | 501(c)(3) | New York, NY | ||
| ... | and 25 more Prime Buchholz and Associates not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Prime Buchholz and Associates in the nonprofit sector include Minnesota Life Insurance Company, Segall Bryant and Hamill, Northwestern Mutual Investment Serv, Healthcare Community Securities Cor, Cambridge Investment Research Inc, US Bank, Ubs Financial Services, Inc., RBC Capital Markets, Ameriprise Financial Services, and Raymond James Financial Services.
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.