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 $131 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | John W. Anderson Foundation | 501(c)(3) | Valparaiso, IN | ||
| 2 | Wyncote Foundation | 501(c)(3) | Philadelphia, PA | ||
| 3 | Tiger Foundation | 501(c)(3) | New York, NY | ||
| 4 | Steamfitters' Industry Trust Fund | 501(c)(5) | Long Island City, NY | ||
| 5 | Steamfitters Industry Fund Office | 501(c)(5) | Long Island City, NY | ||
| 6 | Communications Workers of America AFL-CIO CLC (CWA) | 501(c)(5) | Washington, DC | ||
| 7 | American Postal Workers Union - AFL-CIO | 501(c)(5) | Washington, DC | ||
| 8 | United Mine Workers of America (UMWA) | 501(c)(5) | Triangle, VA | ||
| 9 | Unite Here Health | 501(c)(9) | Aurora, IL | ||
| 10 | Line Construction Benefit Fund | 501(c)(9) | Lombard, IL | ||
| ... | 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 Matrix Trust Company, Global Retirement Partners LLC, Merrill Lynch, Nationwide, Usi Consulting Group, The Segal Company, JP Morgan Chase, Fiduciary Investment Advisors, Silchester International Investors Ltd, and Fidelity Investments Institutional.
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