Cause IQ vendor profile

Securities America Inc


Securities America Inc is a firm that provides insurance agent or broker, financial advisor, investment management, insurance, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Ohio and California (although they are present in other states as well).

Most Securities America Inc clients are hospitals, services for the elderly and people with disabilities, inpatient nursing, hospice, and rehabilitative care facilities, residential intellectual and developmental disability facilities, vocational rehabilitation services, and grantmaking foundations with revenues ranging from $10 million to $98 million.

Primary location:
Lavista, NE
Clients in:
NE
Identified clients:
27
Avg client size:
$59 mil revenue
Median client size:
$21 mil revenue

Securities America Inc client list

  Name Type Location
1 Oakwood Healthcare 501(c)(3) Southfield, MI
2 Hackensack Meridian Health 501(c)(3) Edison, NJ
3 Chapa-De Indian Health Program 501(c)(3) Auburn, CA
4 Area Agency on Aging District 7 501(c)(3) Jackson, OH
5 Center for Human Services 501(c)(3) Sedalia, MO
6 Deer Lodge Medical Center 501(c)(3) Deer Lodge, MT
7 National Association of Government Employees / Nage (NAGE) 501(c)(5) Quincy, MA
8 Cesar Chavez Public Charter Schools for Public Policy 501(c)(3) Washington, DC
9 SEM Haven 501(c)(3) Milford, OH
10 Columbus Museum of Art (CMA) 501(c)(3) Columbus, OH
... and 17 more Securities America Inc not-for-profit tax-exempt clients identified by Cause IQ

Securities America Inc competitors

Competitors to Securities America Inc in the nonprofit sector include Usi Consulting Group, Royal Alliance Associates Inc, Merrill Lynch Pierce Fenner and Smith, Metlife, Nationwide Life Insurance Company, The Variable Annuity Life Insurance, Marsh and Mclennan Agency, LLC, Marsh and Mclennan Agency, Cetera Advisor Networks, LLC, and Reliance Trust Company.

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