Cause IQ vendor profile

Valic Financial Advisors, Inc.


Valic Financial Advisors, Inc. is a firm that provides investment management, insurance agent or broker, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Florida and California (although they are present in other states as well).

Most Valic Financial Advisors, Inc. clients are outpatient health care practitioners and facilities, residential intellectual and developmental disability facilities, and elementary and secondary schools with revenues ranging from $13 million to $48 million.

Primary location:
Houston, TX
Clients in:
TX
Identified clients:
30
Avg client size:
$32 mil revenue
Median client size:
$18 mil revenue

Valic Financial Advisors, Inc. client list

  Name Type Location
1 Step Up on Second Street 501(c)(3) Santa Monica, CA
2 The Lambs Farm 501(c)(3) Libertyville, IL
3 Medcura Health 501(c)(3) Stone Mountain, GA
4 United Community Options of Miami 501(c)(3) Hialeah, FL
5 Communities in Schools of Charlotte Mecklenburg (CIS) 501(c)(3) Charlotte, NC
6 Sac Health System 501(c)(3) San Bernardino, CA
7 Four Seasons The Care You Trust 501(c)(3) Flat Rock, NC
8 Ozarks Area Community Action Corporation (OACAC) 501(c)(3) Springfield, MO
9 Blakeford 501(c)(3) Nashville, TN
10 Christopher House 501(c)(3) Chicago, IL
... and 20 more Valic Financial Advisors, Inc. not-for-profit tax-exempt clients identified by Cause IQ

Valic Financial Advisors, Inc. competitors

Competitors to Valic Financial Advisors, Inc. in the nonprofit sector include Royal Alliance Associates Inc, Horizon Healthcare Services, Inc, Metlife, American United Life Insurance, Edward Jones, Stifel Nicolaus, Wellmark Blue Cross and Blue Shield Of Iowa, Holmes Murphy and Associates Inc, The Variable Annuity Life Insurance, and Marsh and Mclennan.

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