Cause IQ vendor profile

The Meltzer Group


The Meltzer Group is a firm that provides insurance agent or broker, financial advisor, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in District of Columbia, Maryland, and Virginia (although they are present in other states as well).

Most The Meltzer Group clients are elementary and secondary schools, religious organizations, outpatient health care practitioners and facilities, hospitals, civic and social organizations, and trade associations with revenues ranging from $36 million to $299 million.

Previous legal names, trade names, or just variations of their name include: The Meltzer Group Inc LLC.

Primary location:
Bethesda, MD
All locations:
MA, ME, MD
Identified clients:
79
Avg client size:
$140 mil revenue
Median client size:
$49 mil revenue

The Meltzer Group client list

 NameTypeLocation
1CFA Institute501(c)(6)Charlottesville, VA
2Kipp DC Public Charter Schools501(c)(3)Washington, DC
3SoundExchange501(c)(6)Washington, DC
4Association of American Railroads (AAR)501(c)(6)Washington, DC
5American Gas Association (AGA)501(c)(6)Washington, DC
6Girl Scout Council of the Nation's Capital (GSCNC)501(c)(3)Washington, DC
7The Seed Foundation501(c)(3)Washington, DC
8Melwood Enterprises501(c)(3)Upper Marlboro, MD
9In-Q-Tel501(c)(3)Tysons, VA
10Uli - The Urban Land Institute501(c)(3)Washington, DC
...and 69 more The Meltzer Group not-for-profit tax-exempt clients identified by Cause IQ

The Meltzer Group competitors

Competitors to The Meltzer Group in the nonprofit sector include Newport Group, Inc., Metlife Securities Inc, Alliant Insurance Services, Inc., M&T Bank, Morgan Stanley Smith Barney LLC, Ascensus, RBC Wealth Management, Aon Hewitt, Ubs Financial Services Inc, and Variable Annuity Life Insurance Co..

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