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, and Colorado (although they are present in other states as well).
Most Well and Good LLC clients are elementary and secondary schools with revenues ranging from $26 million to $61 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 | Beaver Country Day School (BCDS) | 501(c)(3) | Chestnut Hill, MA | ||
| 4 | The Buckley School in The City of New York | 501(c)(3) | New York, NY | ||
| 5 | Churchill School and Center | 501(c)(3) | New York, NY | ||
| 6 | North Shore Country Day School (NSCDS) | 501(c)(3) | Winnetka, IL | ||
| 7 | The Town School | 501(c)(3) | New York, NY | ||
| 8 | Green Vale School | 501(c)(3) | Glen Head, NY | ||
| 9 | The Lamplighter School | 501(c)(3) | Dallas, TX | ||
| 10 | Awty International School | 501(c)(3) | Houston, TX | ||
| ... | and 5 more Well and Good LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Well and Good LLC in the nonprofit sector include Matrix Trust Company, Fidelity, Alerus Financial, N.a., Principal, Raymond James and Associates, Kestra Advisory Services LLC, Pensionmark Financial Group LLC, Leafhouse Financial Advisors, LLC, Marquette and Associates, and Kibble and Prentice.
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