Cause IQ vendor profile

Kestra Investment Services LLC


Kestra Investment Services LLC is a firm that provides insurance agent or broker, financial advisor, investment management, consulting services, and insurance to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Kestra Investment Services LLC clients are outpatient health care practitioners and facilities and hospitals with revenues ranging from $13 million to $103 million.

Previous legal names, trade names, or just variations of their name include: Kestra Investment Services; and Kestra Investment Services, LL.

Primary location:
Austin, TX
Clients in:
OK, CT, TX
Identified clients:
131
Avg client size:
$66 mil revenue
Median client size:
$31 mil revenue

Kestra Investment Services LLC client list

  Name Type Location
1 Samaritan's Purse 501(c)(3) Boone, NC
2 Vera Institute of Justice 501(c)(3) Brooklyn, NY
3 UnidosUS 501(c)(3) Washington, DC
4 American Association for Justice (AAJ) 501(c)(6) Washington, DC
5 Reproductive Freedom for All 501(c)(4) Washington, DC
6 Council on Foundations 501(c)(3) Washington, DC
7 TLC - The Treatment & Learning Centers (TLC) 501(c)(3) Rockville, MD
8 Jewish Federation of Greater Washington (JFGW) 501(c)(3) North Bethesda, MD
9 AgeSpan (ESMV) 501(c)(3) Lawrence, MA
10 Landmark School 501(c)(3) Prides Crossing, MA
... and 121 more Kestra Investment Services LLC not-for-profit tax-exempt clients identified by Cause IQ

Kestra Investment Services LLC competitors

Competitors to Kestra Investment Services LLC in the nonprofit sector include Usi Consulting Group, Merrill Lynch Pierce Fenner and Smith, Great-West Life and Annuity Insurance Co., Marsh and Mclennan Agency, Cetera Advisor Networks, LLC, Reliance Trust Company, Mutual Of America Life Insurance Company, Nationwide, Ubs Financial Services, Inc., and Mma Securities LLC.

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