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 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, elementary and secondary schools, and hospitals with revenues ranging from $23 million to $204 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 | Scholarship America | 501(c)(3) | Minneapolis, MN | ||
3 | Management Sciences for Health (MSH) | 501(c)(3) | Medford, MA | ||
4 | Massachusetts Society for the Prevention of Cruelty to Animals (MSPCA-Angell) | 501(c)(3) | Boston, MA | ||
5 | UnidosUS | 501(c)(3) | Washington, DC | ||
6 | Museum of Science | 501(c)(3) | Boston, MA | ||
7 | Common Cause Education Fund | 501(c)(3) | Washington, DC | ||
8 | Melwood | 501(c)(3) | Upper Marlboro, MD | ||
9 | United Way Worldwide | 501(c)(3) | Alexandria, VA | ||
10 | Uli - The Urban Land Institute | 501(c)(3) | Washington, DC | ||
... | and 119 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 Matrix Trust Company, Alerus Financial, N.a., Cambridge Associates, Fidelity, Global Retirement Partners LLC, Marquette and Associates, Raymond James and Associates, Wells Fargo Bank, Aon Consulting Inc, and Sei Investments.
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