Cause IQ vendor profile

Vanguard Energy Services LLC


Vanguard Energy Services LLC is a firm that provides investment management, fiduciary trustee, administrative support, financial advisor, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in California and New York (although they are present in other states as well).

Most Vanguard Energy Services LLC clients are outpatient health care practitioners and facilities and individual and family services with revenues ranging from $15 million to $83 million.

Previous legal names, trade names, or just variations of their name include: Vanguard; and Vanguard Energy Services.

Primary location:
Valley Forge, PA
Clients in:
IL, PA, TX, WI
Identified clients:
1,518
Avg client size:
$116 mil revenue
Median client size:
$24 mil revenue

Vanguard Energy Services LLC client list

  Name Type Location
1 New York University (NYU) 501(c)(3) New York, NY
2 Harvard University 501(c)(3) Cambridge, MA
3 The Chicago Community Trust 501(c)(3) Chicago, IL
4 The Nemours Foundation 501(c)(3) Jacksonville, FL
5 National Football League (NFL) 501(c)(6) New York, NY
6 The Jewish Federations of North America (JFNA) 501(c)(3) New York, NY
7 US Committee for Refugees and Immigrants (USCRI) 501(c)(3) Arlington, VA
8 Second Harvest Heartland 501(c)(3) Brooklyn Park, MN
9 Adapt Community Network 501(c)(3) New York, NY
10 BronxWorks 501(c)(3) Bronx, NY
... and 1,508 more Vanguard Energy Services LLC not-for-profit tax-exempt clients identified by Cause IQ

Vanguard Energy Services LLC competitors

Competitors to Vanguard Energy Services LLC in the nonprofit sector include Northern Trust, Aetna Life Insurance Company, T. Rowe Price, TIAA, Fidelity Investments, Principal Life Insurance Company, Empower Annuity Insurance Company, Invesco, Wells Fargo Bank, and Gallagher Benefit Services Inc.

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