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 $14 million to $82 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, TX, PA, WI
Identified clients:
1,519
Avg client size:
$113 mil revenue
Median client size:
$23 mil revenue

Vanguard Energy Services LLC client list

  Name Type Location
1 Harvard University 501(c)(3) Cambridge, MA
2 The Chicago Community Trust 501(c)(3) Chicago, IL
3 The Nemours Foundation 501(c)(3) Jacksonville, FL
4 The Jewish Federations of North America (JFNA) 501(c)(3) New York, NY
5 National Football League (NFL) 501(c)(6) New York, NY
6 US Committee for Refugees and Immigrants (USCRI) 501(c)(3) Arlington, VA
7 National Education Association of the United States 501(c)(5) Washington, DC
8 Second Harvest Heartland 501(c)(3) Brooklyn Park, MN
9 Adapt Community Network 501(c)(3) New York, NY
10 Pheasants Forever Incorporated 501(c)(3) Saint Paul, MN
... and 1,509 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 Fidelity Investments Institutional, Transamerica Retirement Solutions, JP Morgan Chase, Adp, Great-West Life and Annuity Insurance Co., Nationwide, Mutual Of America Life Insurance Company, Charles Schwab and Co., Inc., American Funds, and Morgan Stanley.

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