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, California, and Massachusetts (although they are present in other states as well).
Most Well and Good LLC clients are elementary and secondary schools with revenues ranging from $31 million to $93 million.
Previous legal names, trade names, or just variations of their name include: Well and Good.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Trinity Episcopal School | 501(c)(3) | New York, NY | ||
| 2 | Nightingale Bamford School | 501(c)(3) | New York, NY | ||
| 3 | The Browning School | 501(c)(3) | New York, NY | ||
| 4 | Drake University | 501(c)(3) | Des Moines, IA | ||
| 5 | Newark Academy | 501(c)(3) | Livingston, NJ | ||
| 6 | Phillips Academy | 501(c)(3) | Andover, MA | ||
| 7 | Eastern University (EU) | 501(c)(3) | Saint Davids, PA | ||
| 8 | The Dalton School | 501(c)(3) | New York, NY | ||
| 9 | Packer Collegiate Institute | 501(c)(3) | Brooklyn, NY | ||
| 10 | Saint Ann's School | 501(c)(3) | Brooklyn, NY | ||
| ... | and 38 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 Fidelity, Raymond James and Associates, Global Retirement Partners LLC, Alerus Financial, N.a., Kestra Advisory Services LLC, Matrix Trust Company, Marquette and Associates, Pensionmark Financial Group LLC, Resources Investment Advisors, Inc., and State Street Bank and Trust.
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