Segal Marco Advisors is a firm that provides financial advisor, consulting services, fiduciary trustee, investment management, and legal to nonprofit clients. They primarily provide their services regionally, with most clients in New York and Illinois (although they are present in other states as well).
Most Segal Marco Advisors clients are health and welfare funds and labor unions with revenues ranging from $14 million to $132 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Hockey League | 501(c)(6) | New York, NY | ||
| 2 | John W. Anderson Foundation | 501(c)(3) | Valparaiso, IN | ||
| 3 | Wyncote Foundation | 501(c)(3) | Philadelphia, PA | ||
| 4 | Tiger Foundation | 501(c)(3) | New York, NY | ||
| 5 | Steamfitters Industry Welfare Fund | 501(c)(5) | Long Island City, NY | ||
| 6 | Steamfitters Industry Fund Office | 501(c)(5) | Long Island City, NY | ||
| 7 | Communications Workers of America (CWA) | 501(c)(5) | Washington, DC | ||
| 8 | United Mine Workers of America (UMWA) | 501(c)(5) | Triangle, VA | ||
| 9 | Unite Here Health | 501(c)(9) | Oak Brook, IL | ||
| 10 | National Automatic Sprinkler Industry Welfare Fund | 501(c)(9) | Landover, MD | ||
| ... | and 101 more Segal Marco Advisors not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Segal Marco Advisors in the nonprofit sector include Fiduciary Investment Advisors, The Segal Company, JP Morgan Chase, Marquette and Associates, Matrix Trust Company, Merrill Lynch, Global Retirement Partners LLC, Nationwide, Usi Consulting Group, and Ascensus.
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