Cause IQ vendor profile

TD Ameritrade Trust Company


TD Ameritrade Trust Company is a company that provides commercial bank, fiduciary trustee, administrative support, investment management, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in Florida (although they are present in other states as well).

Most TD Ameritrade Trust Company clients are hospitals, elementary and secondary schools, outpatient health care practitioners and facilities, inpatient nursing, hospice, and rehabilitative care facilities, individual and family services, museums, historical sites, and similar institutions, and cemeteries, funeral homes, and death care services with revenues ranging from $14 million to $82 million.

Primary location:
Denver, NM
All locations:
CO, NM
Identified clients:
11
Avg client size:
$60 mil revenue
Median client size:
$25 mil revenue

TD Ameritrade Trust Company client list

 NameTypeLocation
1Community Psychiatric Clinic (CPC)501(c)(3)Seattle, WA
2American College of Chest Physicians (ACCP)501(c)(3)Glenview, IL
3Hagley Museum and Library501(c)(3)Wilmington, DE
41199SEIU United Healthcare Workers East501(c)(5)New York, NY
5University Hospitals Samaritan Medical Center501(c)(3)Ashland, OH
6Hendricks Community Hospital Assn & Retirement Home (HCHA)501(c)(3)Hendricks, MN
7Trinity Academy of Raleigh501(c)(3)Raleigh, NC
8Covenant Hospice501(c)(3)Pensacola, FL
9Mount Olivet Cemetery Association501(c)(13)Fort Worth, TX
10Arc of Putnam County501(c)(3)Palatka, FL
...and 1 more TD Ameritrade Trust Company not-for-profit tax-exempt clients identified by Cause IQ

TD Ameritrade Trust Company competitors

Competitors to TD Ameritrade Trust Company in the nonprofit sector include Charles Schwab Bank, Massachusetts Mutual Life Insurance Co., Brighthouse Life Insurance Company, Newport Trust Company, Newport Group, Inc., Sei Investments, RBC Wealth Management, Comerica Bank, Ubs Financial Services Inc, and Kestra Advisory Services LLC.

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