Cause IQ vendor profile

TD Ameritrade Trust Company


TD Ameritrade Trust Company is a company that provides commercial bank, fiduciary trustee, administrative support, investment management, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in Florida (although they are present in other states as well).

Most TD Ameritrade Trust Company clients are hospitals, elementary and secondary schools, outpatient health care practitioners and facilities, inpatient nursing, hospice, and rehabilitative care facilities, individual and family services, vocational rehabilitation services, and museums, historical sites, and similar institutions with revenues ranging from $13 million to $82 million.

Primary location:
Denver, NM
Clients in:
CO, NM
Identified clients:
11
Avg client size:
$60 mil revenue
Median client size:
$25 mil revenue

TD Ameritrade Trust Company client list

  Name Type Location
1 American College of Chest Physicians (ACCP) 501(c)(3) Glenview, IL
2 Community Psychiatric Clinic (CPC) 501(c)(3) Seattle, WA
3 Hagley Museum and Library 501(c)(3) Wilmington, DE
4 1199SEIU United Healthcare Workers East 501(c)(5) New York, NY
5 University Hospitals Samaritan Medical Center 501(c)(3) Ashland, OH
6 Hendricks Community Hospital Association (HCHA) 501(c)(3) Hendricks, MN
7 Covenant Hospice 501(c)(3) Pensacola, FL
8 Mount Olivet Cemetery Association 501(c)(13) Fort Worth, TX
9 Trinity Academy of Raleigh 501(c)(3) Raleigh, NC
10 Arc of Putnam County 501(c)(3) Palatka, FL
... and 1 more TD Ameritrade Trust Company not-for-profit tax-exempt clients identified by Cause IQ

TD Ameritrade Trust Company competitors

Competitors to TD Ameritrade Trust Company in the nonprofit sector include Well and Good LLC, Metlife Insurance Company, Prudential, PNC Bank, Fidelity, Raymond James and Associates, Kestra Advisory Services LLC, Matrix Trust Company, Massachusetts Mutual Life Ins Company, and Metlife.

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