Cause IQ vendor profile

Kestra Advisory Services LLC


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.

Primary location:
Austin, TX
All locations:
TX
Identified clients:
129
Avg client size:
$85 mil revenue
Median client size:
$34 mil revenue

Kestra Advisory Services LLC client list

 NameTypeLocation
1Kipp DC Public Charter Schools501(c)(3)Washington, DC
2Scholarship America501(c)(3)Minneapolis, MN
3Management Sciences for Health (MSH)501(c)(3)Medford, MA
4Massachusetts Society for the Prevention of Cruelty to Animals (MSPCA-Angell)501(c)(3)Boston, MA
5UnidosUS501(c)(3)Washington, DC
6Museum of Science501(c)(3)Boston, MA
7Common Cause Education Fund501(c)(3)Washington, DC
8Melwood501(c)(3)Upper Marlboro, MD
9United Way Worldwide501(c)(3)Alexandria, VA
10Uli - The Urban Land Institute501(c)(3)Washington, DC
...and 119 more Kestra Advisory Services LLC not-for-profit tax-exempt clients identified by Cause IQ

Kestra Advisory Services LLC competitors

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.

Already a customer?

Log in to see a complete profile, including complete list of identified clients.

Interested in Cause IQ?

You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.

Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.

and see Cause IQ in action!