Advised Assets Group, LLC is a firm that provides investment management, financial advisor, insurance agent or broker, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).
Most Advised Assets Group, LLC clients are outpatient health care practitioners and facilities and hospitals with revenues ranging from $19 million to $127 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Step Up For Students - Florida | 501(c)(3) | Jacksonville, FL | ||
| 2 | Healthcare Information and Management Systems Society (HIMSS) | 501(c)(6) | Chicago, IL | ||
| 3 | Chicago Zoological Society | 501(c)(3) | Brookfield, IL | ||
| 4 | International Fund for Animal Welfare (IFAW) | 501(c)(3) | Washington, DC | ||
| 5 | Canine Companions for Independence (CCI) | 501(c)(3) | Santa Rosa, CA | ||
| 6 | Harvard Club of New York City (HCNY) | 501(c)(7) | New York, NY | ||
| 7 | American Society of Association Executives | 501(c)(6) | Washington, DC | ||
| 8 | Animal Humane Society | 501(c)(3) | Golden Valley, MN | ||
| 9 | IFCJ The Fellowship | 501(c)(3) | Chicago, IL | ||
| 10 | Wayfinder Family Services | 501(c)(3) | Los Angeles, CA | ||
| ... | and 291 more Advised Assets Group, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Advised Assets Group, LLC in the nonprofit sector include Voya Retirement Insurance and Annuity Co., Ameriprise Financial Services, JP Morgan Chase, The Segal Company, Lincoln Financial Group, Minnesota Life Insurance Company, LPL Financial, Adp, Capfinancial Partners, LLC, and Fidelity Investments Institutional.
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