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 $134 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Step Up For Students - Florida | 501(c)(3) | Jacksonville, FL | ||
| 2 | Chicago Zoological Society | 501(c)(3) | Brookfield, IL | ||
| 3 | Healthcare Information and Management Systems Society (HIMSS) | 501(c)(6) | Chicago, IL | ||
| 4 | Canine Companions for Independence (CCI) | 501(c)(3) | Santa Rosa, CA | ||
| 5 | Harvard Club of New York City (HCNY) | 501(c)(7) | New York, NY | ||
| 6 | International Fund for Animal Welfare (IFAW) | 501(c)(3) | Washington, DC | ||
| 7 | Animal Humane Society | 501(c)(3) | Golden Valley, MN | ||
| 8 | American Society of Association Executives | 501(c)(6) | Washington, DC | ||
| 9 | IFCJ Stand for Israel Guardians of Israel Isaiah 58 on Wings of Eagles | 501(c)(3) | Chicago, IL | ||
| 10 | Center for American Progress (CAP) | 501(c)(3) | Washington, DC | ||
| ... | and 290 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., Minnesota Life Insurance Company, Fidelity Investments Institutional, Capfinancial Partners, LLC, Ameriprise Financial Services, JP Morgan Chase, LPL Financial, Adp, The Segal Company, and Lincoln Financial Group.
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