Cause IQ vendor profile

Cambridge Investment Research Inc


Cambridge Investment Research Inc is a firm that provides financial advisor, insurance agent or broker, fiduciary trustee, investment management, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in Pennsylvania, California, and Illinois (although they are present in other states as well).

Most Cambridge Investment Research Inc clients are colleges, universities, and professional schools, outpatient health care practitioners and facilities, credit unions, hospitals, and trade associations with revenues ranging from $16 million to $129 million.

Primary location:
Fairfield, IA
All locations:
IA
Identified clients:
32
Avg client size:
$146 mil revenue
Median client size:
$32 mil revenue

Cambridge Investment Research Inc client list

 NameTypeLocation
1Brilla College Preparatory Charter Schools501(c)(3)Bronx, NY
2American Consumer Credit Counseling (ACCC)501(c)(3)Auburndale, MA
3Bpa Worldwide501(c)(6)Lisle, IL
4Penndel Mental Health Center (PMHC)501(c)(3)Langhorne, PA
5Jewish Council for Youth Services501(c)(3)Chicago, IL
6Grand Lake Mental Health Center (GLMHC)501(c)(3)Nowata, OK
7Messiah University501(c)(3)Mechanicsburg, PA
8York College of Pennsylvania501(c)(3)York, PA
9The Primary Health Network501(c)(3)Sharon, PA
10Harrisburg University of Science and Technology501(c)(3)Harrisburg, PA
...and 22 more Cambridge Investment Research Inc not-for-profit tax-exempt clients identified by Cause IQ

Cambridge Investment Research Inc competitors

Competitors to Cambridge Investment Research Inc in the nonprofit sector include M&T Bank, RBC Wealth Management, Ubs Financial Services Inc, Morgan Stanley Smith Barney LLC, Cambridge Investment Research, Minnesota Life Insurance Company, Ubs Financial Services, Inc., Ameriprise Financial Services, Raymond James Financial Services, and RBC Capital Markets.

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