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 (although they are present in other states as well).
Most Kestra Advisory Services LLC clients are elementary and secondary schools and outpatient health care practitioners and facilities with revenues ranging from $22 million to $137 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 | Museum of Science | 501(c)(3) | Boston, MA | ||
| 3 | Motion Picture Association (MPAA) | 501(c)(6) | Sherman Oaks, CA | ||
| 4 | Innovations for Poverty Action A Nonprofit Corporation (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 102 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 Capfinancial Partners, MML Investors Services, Oppenheimer, Gallagher Benefit Services, Onedigital Investment Advisors, Milliman, Kibble and Prentice, Morgan Stanley Smith Barney, Charles Schwab and Co., Inc., and Morgan Stanley.
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