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 California, Massachusetts, and New York (although they are present in other states as well).
Most Well and Good LLC clients are elementary and secondary schools with revenues ranging from $32 million to $77 million.
Previous legal names, trade names, or just variations of their name include: Well and Good.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Newark Academy | 501(c)(3) | Livingston, NJ | ||
| 2 | Phillips Academy | 501(c)(3) | Andover, MA | ||
| 3 | Eastern University (EU) | 501(c)(3) | Saint Davids, PA | ||
| 4 | Buckingham Browne and Nichols School (BB&N) | 501(c)(3) | Cambridge, MA | ||
| 5 | Governor Dummer Academy The Governor's Academy | 501(c)(3) | Byfield, MA | ||
| 6 | Abraham Joshua Heschel School | 501(c)(3) | New York, NY | ||
| 7 | Dwight-Englewood School (D-E) | 501(c)(3) | Englewood, NJ | ||
| 8 | Noble and Greenough School | 501(c)(3) | Dedham, MA | ||
| 9 | Grace Church School (GCS) | 501(c)(3) | New York, NY | ||
| 10 | Wildwood School | 501(c)(3) | Los Angeles, CA | ||
| ... | and 20 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 Capfinancial Partners, LLC, Raymond James Financial Services, Ubs Financial Services, Towers Watson, Minnesota Life Insurance Company, Ameriprise Financial Services, Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., Manning and Napier, and Sei Investments.
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