Well and Good LLC is a firm that provides financial advisor, consulting services, investment management, fiduciary trustee, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in New York, Texas, Colorado, Illinois, New Jersey, and Washington (although they are present in other states as well).
Most Well and Good LLC clients are elementary and secondary schools and colleges, universities, and professional schools with revenues ranging from $27 million to $87 million.
Previous legal names, trade names, or just variations of their name include: Well and Good.
| Name | Type | Location | |
|---|---|---|---|
| 1 | The Browning School | 501(c)(3) | New York, NY |
| 2 | Newark Academy | 501(c)(3) | Livingston, NJ |
| 3 | The Buckley School | 501(c)(3) | New York, NY |
| 4 | North Shore Country Day School (NSCDS) | 501(c)(3) | Winnetka, IL |
| 5 | The Town School | 501(c)(3) | New York, NY |
| 6 | The Lamplighter School | 501(c)(3) | Dallas, TX |
| 7 | Awty International School | 501(c)(3) | Houston, TX |
| 8 | Board of Trustees of Whitman College | 501(c)(3) | Walla Walla, WA |
| 9 | Fountain Valley School of Colorado | 501(c)(3) | Colorado Springs, CO |
Competitors to Well and Good LLC in the nonprofit sector include Raymond James Financial Services, Northwestern Mutual Investment Serv, Cambridge Investment Research Inc, Ameriprise Financial Services, Healthcare Community Securities Cor, Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., Towers Watson, Minnesota Life Insurance Company, and Stifel Nicolaus.
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