Sageview Advisory Group is a firm that provides financial advisor, consulting services, investment management, insurance, and audit accounting to nonprofit clients. They primarily provide their services regionally, with most clients in California and Massachusetts (although they are present in other states as well).
Most Sageview Advisory Group clients are colleges, universities, and professional schools, outpatient health care practitioners and facilities, grantmaking foundations, hospitals, and trade associations with revenues ranging from $39 million to $643 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Population Council | 501(c)(3) | New York, NY | ||
| 2 | San Francisco Aids Foundation (SFAF) | 501(c)(3) | San Francisco, CA | ||
| 3 | Northeastern University (NU) | 501(c)(3) | Boston, MA | ||
| 4 | Merrimack College | 501(c)(3) | North Andover, MA | ||
| 5 | University of La Verne (ULV) | 501(c)(3) | La Verne, CA | ||
| 6 | PeaceHealth | 501(c)(3) | Vancouver, WA | ||
| 7 | Lowell General Hospital | 501(c)(3) | Lowell, MA | ||
| 8 | Cna Corporation | 501(c)(3) | Arlington, VA | ||
| 9 | Middle East Broadcasting Networks | 501(c)(3) | Springfield, VA | ||
| 10 | Resources Legacy Fund | 501(c)(3) | Sacramento, CA | ||
| ... | and 30 more Sageview Advisory Group not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Sageview Advisory Group in the nonprofit sector include Sageview Advisory Group, LLC, Vanguard Group, Inc., Morgan Stanley Smith Barney LLC, Ameriprise Financial Services, Healthcare Community Securities Cor, Fiduciary Investment Advisors, Capfinancial Partners, LLC, Captrust, CBIZ Benefits and Insurance Services, and Kestra Advisory Services LLC.
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