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, individual and family services, trade associations, scientific research and development services, outpatient health care practitioners and facilities, hospitals, and grantmaking foundations with revenues ranging from $24 million to $605 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 (CNA) | 501(c)(3) | Arlington, VA | ||
| 9 | Resources Legacy Fund (RLF) | 501(c)(3) | Sacramento, CA | ||
| 10 | Middle East Broadcasting Networks | 501(c)(3) | Arlington, VA | ||
| ... | 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 Prudential Retirement Insurance and, Mercer, State Street Bank and Trust Company, Fiduciary Investment Advisors, Healthcare Community Securities Cor, Capfinancial Partners, LLC, Ameriprise Financial Services, Captrust, Morgan Stanley Smith Barney LLC, and Vanguard Group, Inc..
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