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, outpatient health care practitioners and facilities, individual and family services, and child and youth services with revenues ranging from $24 million to $122 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 | Innovations for Poverty Action A Nonprofit Corporation (IPA) | 501(c)(3) | Washington, DC | ||
| 4 | International Association of Chiefs of Police | 501(c)(3) | Alexandria, VA | ||
| 5 | Common Cause Education Fund | 501(c)(3) | Washington, DC | ||
| 6 | Uli - The Urban Land Institute | 501(c)(3) | Washington, DC | ||
| 7 | United Way Worldwide | 501(c)(3) | Alexandria, VA | ||
| 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 101 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 Usi Advisors Inc, Pension Assurance LLP, Newport Trust Company, Planpilot, LLC, Newport Group, Inc., Sei Investments, Ubs Financial Services Inc, RBC Wealth Management, Vanguard Group, Inc., and Morgan Stanley Smith Barney LLC.
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