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 $110 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 | 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 | Jewish Federation of Greater Washington (JFGW) | 501(c)(3) | North Bethesda, MD | ||
| 8 | Caliber Public Schools | 501(c)(3) | Richmond, CA | ||
| 9 | News Media Alliance (NAA) | 501(c)(6) | Arlington, VA | ||
| 10 | YES Prep Public Schools | 501(c)(3) | Houston, TX | ||
| ... | and 107 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 Minnesota Life Insurance Company, Mma Securities LLC, Ubs Financial Services, RBC Capital Markets, Ameriprise Financial Services, Ubs Financial Services, Inc., Capfinancial Partners, LLC, The Segal Company, Fidelity Investments Institutional, and JP Morgan Chase.
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