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 elementary and secondary schools, individual and family services, outpatient health care practitioners and facilities, and child and youth services with revenues ranging from $23 million to $118 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 (KIPP DC) | 501(c)(3) | Washington, DC | ||
| 2 | Motion Picture Association (MPA) | 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 (IACP) | 501(c)(3) | Alexandria, VA | ||
| 6 | Common Cause Education Fund (CCEF) | 501(c)(3) | Washington, DC | ||
| 7 | ULI - The Urban Land Institute (ULI) | 501(c)(3) | Washington, DC | ||
| 8 | United Way Worldwide | 501(c)(3) | Alexandria, VA | ||
| 9 | Jewish Social Service Agency (JSSA) | 501(c)(3) | Rockville, MD | ||
| 10 | Latin American Youth Center | 501(c)(3) | Washington, DC | ||
| ... | and 103 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 Cpi Qualified Plan Consultants, Reliance Trust Company, Pentegra Services Inc., Trowe Price, Fiduciary Investment Advisors, LLC, Great-West Life and Annuity Insurance Co., Edward Jones, Mutual Of America Life Insurance Company, Nationwide, and National Financial Services.
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