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 California, District of Columbia, Illinois, Massachusetts, Missouri, and New York (although they are present in other states as well).
Most Segal Advisors Inc clients are health and welfare funds with revenues ranging from $11 million to $373 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 | Central States Southeast and Southwest Areas Health and Welfare Fund | 501(c)(9) | Chicago, IL | ||
| 4 | District Council 37 - Local 389 Home- Care Employees Health and Welfare Fund | 501(c)(9) | New York, NY | ||
| 5 | Locals 302 and 612 International Union of Operating Engineers Const Ind Health and Security Plan | 501(c)(9) | Seattle, WA | ||
| 6 | Southern California IBEW-NECA Health TRUST Fund | 501(c)(9) | Pasadena, CA | ||
| 7 | AFL-CIO Health and Welfare Trust | 501(c)(9) | Washington, DC | ||
| 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 5 more Segal Advisors Inc not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Segal Advisors Inc in the nonprofit sector include Aon Hewitt, Usi Advisors Inc, M&T Bank, Newport Trust Company, Metlife Securities Inc, Gallagher Fiduciary Advisors, LLC, Dimeo Schneider, Ropes and Gray LLP, Mercer Investments, and RBC Wealth Management.
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