Segal Advisors Inc is a firm that provides financial advisor, consulting services, investment management, and professional and technical services to nonprofit clients. They primarily provide their services regionally, with most clients in New York, California, Illinois, Massachusetts, and Missouri (although they are present in other states as well).
Most Segal Advisors Inc clients are health and welfare funds and labor unions with revenues ranging from $12 million to $152 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | University of Tampa (UT) | 501(c)(3) | Tampa, FL | ||
| 2 | Communications Workers of America AFL-CIO CLC (CWA) | 501(c)(5) | Washington, DC | ||
| 3 | Actors' Equity Association | 501(c)(5) | New York, NY | ||
| 4 | California Service Employees Health and Welfare Trust Fund | 501(c)(9) | Brisbane, CA | ||
| 5 | Suburban Teamsters of Northern Illinois Welfare Fund | 501(c)(9) | West Chicago, IL | ||
| 6 | District Council 37 - Local 389 Home- Care Employees Health and Welfare Fund | 501(c)(9) | New York, NY | ||
| 7 | Locals 302 and 612 International Union of Operating Engineers Const Ind Health and Security Plan | 501(c)(9) | Seattle, WA | ||
| 8 | Local Union No 9 IBEW and Outside Contractors Health and Welfare Trust Fund | 501(c)(9) | Tinley Park, IL | ||
| 9 | Roofers Union Local 33 Thrift Fund | 501(c)(9) | Stoughton, MA | ||
| 10 | Office & Professional Employees Intl Union Locals 30 & 537 Health & Welfare Fund | 501(c)(9) | Los Angeles, CA | ||
| ... | and 9 more Segal Advisors Inc not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Segal Advisors Inc in the nonprofit sector include Colonial Consulting, Dimeo Schneider, Ropes and Gray LLP, Sei Investments, Metlife Securities Inc, Dimensional Fund Advisors, MML Insurance Agency LLC, Cambridge Associates LLC, RBC Wealth Management, and M&T Bank.
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