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 Florida (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, child and youth services, and individual and family services with revenues ranging from $23 million to $119 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 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 Cambridge Investment Research Inc, Towers Watson, Fidelity Investments Institutional, Ubs Financial Services, Inc., US Bank, Minnesota Life Insurance Company, Adp, Raymond James Financial Services, Northwestern Mutual Investment Serv, and Ameriprise Financial Services.
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