Segal Advisors Inc is a firm that provides financial advisor, consulting services, and investment management to nonprofit clients. They primarily provide their services regionally, with most clients in New York, California, District of Columbia, 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 $10 million to $265 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 | Central States Southeast and Southwest Areas Health and Welfare Fund | 501(c)(9) | Chicago, IL | ||
| 5 | California Service Employees Health and Welfare Trust Fund | 501(c)(9) | Brisbane, CA | ||
| 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 | AFL-CIO Health and Welfare Trust | 501(c)(9) | Washington, DC | ||
| 9 | Local Union No 9 IBEW and Outside Contractors Health and Welfare Trust Fund | 501(c)(9) | Tinley Park, IL | ||
| 10 | Roofers Union Local 33 Thrift Fund | 501(c)(9) | Stoughton, MA | ||
| ... | and 8 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, Edward Jones, Stifel Nicolaus, The Angell Pension Group, Inc., Trowe Price, Cetera Advisor Networks, LLC, Definiti, LLC, Pentegra Services Inc., Merrill Lynch Pierce Fenner and Smith, and Cpi Qualified Plan Consultants.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.