Cause IQ vendor profile

Segal Advisors Inc


Segal Advisors Inc is a firm that provides financial advisor, consulting services, investment management, and professional and technical services to nonprofit clients. They primarily provide their services regionally, with most clients in New York, California, Illinois, Massachusetts, and Missouri (although they are present in other states as well).

Most Segal Advisors Inc clients are health and welfare funds and labor unions with revenues ranging from $11 million to $134 million.

Primary location:
New York, NY
All locations:
OH, NY
Identified clients:
19
Avg client size:
$149 mil revenue
Median client size:
$27 mil revenue

Segal Advisors Inc client list

 NameTypeLocation
1University of Tampa (UT)501(c)(3)Tampa, FL
2Communications Workers of America AFL-CIO CLC (CWA)501(c)(5)Washington, DC
3Actors' Equity Association501(c)(5)New York, NY
4California Service Employees Health and Welfare Trust Fund501(c)(9)Brisbane, CA
5Suburban Teamsters of Northern Illinois Welfare Fund501(c)(9)West Chicago, IL
6District Council 37 - Local 389 Home- Care Employees Health and Welfare Fund501(c)(9)New York, NY
7Locals 302 and 612 International Union of Operating Engineers Const Ind Health and Security Plan501(c)(9)Seattle, WA
8Local Union No 9 IBEW and Outside Contractors Health and Welfare Trust Fund501(c)(9)Tinley Park, IL
9Roofers Union Local 33 Thrift Fund501(c)(9)Stoughton, MA
10Office & Professional Employees Intl Union Locals 30 & 537 Health & Welfare Fund501(c)(9)Los Angeles, CA
...and 9 more Segal Advisors Inc not-for-profit tax-exempt clients identified by Cause IQ

Segal Advisors Inc competitors

Competitors to Segal Advisors Inc in the nonprofit sector include Colonial Consulting, Investment Performance Services, CMFG Life Insurance Company, Alerus Financial, N.a., Commonwealth Financial Network, Kestra Advisory Services LLC, Valic, Ubs, Cambridge Associates, and Matrix Trust Company.

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