Kestra Advisory Services LLC is a firm that provides financial advisor, investment management, consulting services, administrative support, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in Connecticut and District of Columbia (although they are present in other states as well).
Most Kestra Advisory Services LLC clients are outpatient health care practitioners and facilities and elementary and secondary schools with revenues ranging from $21 million to $136 million.
Previous legal names, trade names, or just variations of their name include: Kestra Advisory Services.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Kipp DC Public Charter Schools | 501(c)(3) | Washington, DC | ||
| 2 | Motion Picture Association (MPAA) | 501(c)(6) | Sherman Oaks, CA | ||
| 3 | Museum of Science | 501(c)(3) | Boston, MA | ||
| 4 | Innovations for Poverty Action (IPA) | 501(c)(3) | Washington, DC | ||
| 5 | International Association of Chiefs of Police | 501(c)(3) | Alexandria, VA | ||
| 6 | Common Cause Education Fund | 501(c)(3) | Washington, DC | ||
| 7 | Uli - The Urban Land Institute | 501(c)(3) | Washington, DC | ||
| 8 | Jewish Social Service Agency (JSSA) | 501(c)(3) | Rockville, MD | ||
| 9 | Latin American Youth Center | 501(c)(3) | Washington, DC | ||
| 10 | Common Cause | 501(c)(4) | Washington, DC | ||
| ... | and 106 more Kestra Advisory Services LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Kestra Advisory Services LLC in the nonprofit sector include Towers Watson, Minnesota Life Insurance Company, Raymond James Financial Services, The Segal Company, Cambridge Investment Research Inc, Ubs Financial Services, Inc., Ameriprise Financial Services, Adp, US Bank, and LPL Financial.
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