Cause IQ vendor profile

Robert W Baird and Co Inc


Robert W Baird and Co Inc is a firm that provides investment management, insurance agent or broker, fiduciary trustee, financial advisor, and insurance to nonprofit clients. They primarily provide their services regionally, with most clients in Illinois and Wisconsin (although they are present in other states as well).

Most Robert W Baird and Co Inc clients are health and welfare funds, grantmaking foundations, and hospitals with revenues ranging from $8.7 million to $264 million.

Previous legal names, trade names, or just variations of their name include: Robert W. Baird and Company; Robert W Baird Company; Robert W Baird Co Inc; and Robert W Baird.

Primary location:
Milwaukee, WI
Clients in:
WI
Identified clients:
24
Avg client size:
$150 mil revenue
Median client size:
$35 mil revenue

Robert W Baird and Co Inc client list

  Name Type Location
1 MedStar Health 501(c)(3) Columbia, MD
2 The Conference Board 501(c)(3) New York, NY
3 Carmen High School of Science and Technology 501(c)(3) Milwaukee, WI
4 Ics Support Organization 501(c)(3) Franklin, WI
5 Summa Health (SH) 501(c)(3) Akron, OH
6 Masonic Family Health Foundation (MFHF) 501(c)(3) Chicago, IL
7 Midwest Operating Engineers Welfare Fund 501(c)(9) Countryside, IL
8 Mason Tenders' District Council Welfare Fund 501(c)(9) New York, NY
9 Pipe Fitters Welfare Fund Local 597 501(c)(9) Chicago, IL
10 Wisconsin Workers Compensation Insurance (WCRB) 501(c)(6) Waukesha, WI
... and 14 more Robert W Baird and Co Inc not-for-profit tax-exempt clients identified by Cause IQ

Robert W Baird and Co Inc competitors

Competitors to Robert W Baird and Co Inc in the nonprofit sector include Leafhouse Financial Advisors, LLC, Voya, Ubs Financial Services, Inc., Ameriprise Financial Services, Ubs Financial Services, Northwestern Mutual Investment Serv, RBC Capital Markets, Mma Securities LLC, Cambridge Investment Research, and Minnesota Life Insurance Company.

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