Gardner Russo Gardner is a firm that provides investment management, consulting services, commercial bank, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts, New York, Nevada, and Texas (although they are present in other states as well).
Most Gardner Russo Gardner clients are health and welfare funds, musical groups and artists, museums, historical sites, and similar institutions, and grantmaking foundations with revenues ranging from $6.0 million to $139 million.
Previous legal names, trade names, or just variations of their name include: Gardner Russo and Gardner; Gardner Russo and Gardner LLC; and Gardner Russo Gardner LLC.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Abrams Foundation | 501(c)(3) | Boston, MA |
| 2 | Milbank Memorial Fund | 501(c)(3) | New York, NY |
| 3 | Yawkey Foundation II | 501(c)(3) | Dedham, MA |
| 4 | Morris and Alma Schapiro Fund | 501(c)(3) | New York, NY |
| 5 | Whitney Museum of American Art | 501(c)(3) | New York, NY |
| 6 | Boston Symphony Orchestra | 501(c)(3) | Boston, MA |
| 7 | Texas A&M Foundation | 501(c)(3) | College Station, TX |
| 8 | Physicians Organization at Childrens Hospital | 501(c)(3) | Boston, MA |
| 9 | Val A Browning Charitable Foundation | 501(c)(3) | Reno, NV |
Competitors to Gardner Russo Gardner in the nonprofit sector include Benefit Plans Admin Services, Inc., Morningstar, Ubs Financial Services, Inc., Fiduciary Investment Advisors, RBC Capital Markets, Alerus Financial, N.a., Commonwealth Financial Network, Valic, Matrix Trust Company, and Fidelity.
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