Colonial Consulting is a firm that provides financial advisor, investment management, consulting services, professional and technical services, and outsourced management to nonprofit clients. They primarily provide their services regionally, with most clients in New York, California, Florida, Pennsylvania, and Wisconsin (although they are present in other states as well).
Most Colonial Consulting clients are health and disease research fundraising organizations and grantmaking foundations with revenues ranging from $8.9 million to $48 million.
Previous legal names, trade names, or just variations of their name include: Colonial Consulting LLC; and Colonial Consulting Corporation.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Roswell Park Alliance Foundation | 501(c)(3) | Buffalo, NY |
| 2 | Mitchell Wolfson SR Foundation | 501(c)(3) | Miami, FL |
| 3 | Community Foundation for Greater Buffalo (CFGB) | 501(c)(3) | Buffalo, NY |
| 4 | The Mary Louise Curtis Bok Foundation | 501(c)(3) | Philadelphia, PA |
| 5 | S.H. Cowell Foundation | 501(c)(3) | San Francisco, CA |
| 6 | Herbert H Kohl Charities | 501(c)(3) | Milwaukee, WI |
Competitors to Colonial Consulting in the nonprofit sector include Marquette and Associates, Pensionmark Financial Group LLC, Investment Performance Services, LPL Financial LLC - RPCP, Valic, CMFG Life Insurance Company, Fidelity, Matrix Trust Company, Massachusetts Mutual Life Ins. Co., and Kestra Advisory Services LLC.
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