Western Asset Management is a firm that provides investment management and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Michigan, Pennsylvania, and New York (although they are present in other states as well).
Most Western Asset Management clients are health and welfare funds with revenues ranging from $8.5 million to $211 million.
Previous legal names, trade names, or just variations of their name include: Western Asset Management Co. LLC.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Allen Family Philanthropies | 501(c)(3) | Seattle, WA | ||
| 2 | Pennsylvania State Education Association (PSEA) | 501(c)(6) | Harrisburg, PA | ||
| 3 | National Automatic Sprinkler Industry Welfare Fund | 501(c)(9) | Landover, MD | ||
| 4 | Mason Tenders' District Council Welfare Fund | 501(c)(9) | New York, NY | ||
| 5 | Building Material Chauffeurs Teamsters and Helpers Welfare Fund of Chicago | 501(c)(9) | Chicago, IL | ||
| 6 | VEBA Trust For Union Employees of Keyspan Corporation | 501(c)(9) | Pittsburgh, PA | ||
| 7 | Local 295 Ibt Employer Group Welfare Fund | 501(c)(9) | New York, NY | ||
| 8 | 4th District IBEW Health Fund | 501(c)(9) | Ona, WV | ||
| 9 | Michigan Electrical Employees' Health Plan | 501(c)(9) | Madison Heights, MI | ||
| 10 | Granite State Co Post Ret Ben For Union | 501(c)(9) | Pittsburgh, PA | ||
| ... | and 7 more Western Asset Management not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Western Asset Management in the nonprofit sector include Ubs Financial Services, Inc., Segall Bryant and Hamill, Morningstar, Merrill Lynch Life Agency, Morningstar Investment Management LLC, Victory, Creative Planning, NFP Retirement Inc, Captrust, and CBIZ Retirement Plan Services.
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