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, insurance, and consulting services 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, hospitals, and social advocacy organizations with revenues ranging from $15 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:
West Lake Hills, TX
All locations:
Identified clients:
Avg client size:
$52 mil revenue
Median client size:
$26 mil revenue

Kestra Investment Services LLC client list

1Samaritan's Purse501(c)(3)Boone, NC
2Scholarship America501(c)(3)Minneapolis, MN
3Vera Institute of Justice501(c)(3)Brooklyn, NY
4Pact501(c)(3)Washington, DC
5Biotechnology Innovation Organization (BIO)501(c)(6)Washington, DC
6Motion Picture Association of America (MPAA)501(c)(6)Sherman Oaks, CA
7American Jewish World Service501(c)(3)New York, NY
8American Society of Association Executives501(c)(6)Washington, DC
9American Association for Justice (AAJ)501(c)(6)Washington, DC
10Easter Seals Serving DC MD VA501(c)(3)Silver Spring, MD
...and 142 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 Metlife Securities Inc, Variable Annuity Life Insurance Co., Ubs Financial Services Inc, Morgan Stanley Smith Barney LLC, Variable Annuity Life Insurance Company, Ubs Financial Services, Minnesota Life Insurance Company, LPL Financial, The Segal Company, and Merrill Lynch Pierce Fenner and Smith.

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