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 primarily provide their services regionally, with most clients in New York (although they are present in other states as well).
Most Kestra Investment Services LLC clients are hospitals and outpatient health care practitioners and facilities with revenues ranging from $16 million to $117 million.
Previous legal names, trade names, or just variations of their name include: Kestra Investment Services; and Kestra Investment Services, LL.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Samaritan's Purse | 501(c)(3) | Boone, NC | ||
| 2 | Vera Institute of Justice | 501(c)(3) | Brooklyn, NY | ||
| 3 | TechnoServe | 501(c)(3) | Arlington, VA | ||
| 4 | American Jewish World Service | 501(c)(3) | New York, NY | ||
| 5 | American Association for Justice (AAJ) | 501(c)(6) | Washington, DC | ||
| 6 | Council on Foundations | 501(c)(3) | Washington, DC | ||
| 7 | Easter Seals Serving DC MD VA | 501(c)(3) | Silver Spring, MD | ||
| 8 | Oceana | 501(c)(3) | Washington, DC | ||
| 9 | Jewish Federation of Greater Washington (JFGW) | 501(c)(3) | North Bethesda, MD | ||
| 10 | Landmark School | 501(c)(3) | Prides Crossing, MA | ||
| ... | and 131 more Kestra Investment Services LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Kestra Investment Services LLC in the nonprofit sector include Ameriprise Financial Services, LPL Financial, The Segal Company, JP Morgan Chase, Fidelity Investments Institutional, Capfinancial Partners, LLC, Minnesota Life Insurance Company, Oppenheimer, Charles Schwab and Co., Inc., and Morgan Stanley Smith Barney.
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