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 $147 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 | Ibew NHQ (Headquarters) | 501(c)(5) | Washington, DC | ||
| 8 | CWA Local (CWA) | 501(c)(5) | Washington, DC | ||
| 9 | United Mine Workers of America (UMWA) | 501(c)(5) | Triangle, VA | ||
| 10 | Unite Here Health | 501(c)(9) | Oak Brook, IL | ||
| ... | and 103 more Segal Marco Advisors not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Segal Marco Advisors in the nonprofit sector include Ascensus, Merrill Lynch, Matrix Trust Company, Marquette and Associates, Global Retirement Partners LLC, Fiduciary Investment Advisors, JP Morgan Chase, The Segal Company, Nationwide, and Usi Consulting Group.
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