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 outpatient health care practitioners and facilities and elementary and secondary schools with revenues ranging from $22 million to $131 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 | Motion Picture Association (MPAA) | 501(c)(6) | Sherman Oaks, CA | ||
| 4 | Innovations for Poverty Action A Nonprofit Corporation (IPA) | 501(c)(3) | Washington, DC | ||
| 5 | International Association of Chiefs of Police | 501(c)(3) | Alexandria, VA | ||
| 6 | Common Cause Education Fund | 501(c)(3) | Washington, DC | ||
| 7 | Uli - The Urban Land Institute | 501(c)(3) | Washington, DC | ||
| 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 104 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 Raymond James and Associates, Gallagher Benefit Services Inc, Wells Fargo Bank, Global Retirement Partners LLC, Fidelity, Merrill Lynch, Alerus Financial, N.a., Matrix Trust Company, Marquette and Associates, and Morgan Stanley.
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