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, and outpatient health care practitioners and facilities with revenues ranging from $36 million to $182 million.

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

Primary location:
Bethesda, MD
Clients in:
ME, MD, MA
Identified clients:
81
Avg client size:
$140 mil revenue
Median client size:
$48 mil revenue

The Meltzer Group client list

  Name Type Location
1 Kipp DC Public Charter Schools 501(c)(3) Washington, DC
2 SoundExchange 501(c)(6) Washington, DC
3 American Gas Association (AGA) 501(c)(6) Washington, DC
4 Girl Scout Council of the Nation's Capital (GSCNC) 501(c)(3) Washington, DC
5 The Seed Foundation 501(c)(3) Washington, DC
6 Melwood Enterprises 501(c)(3) Upper Marlboro, MD
7 In-Q-Tel 501(c)(3) Tysons, VA
8 Conference of State Bank Supervisors (CSBS) 501(c)(3) Washington, DC
9 Uli - The Urban Land Institute 501(c)(3) Washington, DC
10 Wolf Trap Foundation for the Performing Arts 501(c)(3) Vienna, VA
... and 71 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 Edward Jones, National Financial Services, The Angell Pension Group, Inc., Kestra Investment Services LLC, Cetera Advisor Networks, LLC, MML Investors Services LLC, Definiti, LLC, Pentegra Services Inc., Merrill Lynch Pierce Fenner and Smith, and Usi Consulting Group.

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