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 $106 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 | UnidosUS | 501(c)(3) | Washington, DC | ||
| 3 | American Association for Justice (AAJ) | 501(c)(6) | Washington, DC | ||
| 4 | Reproductive Freedom for All | 501(c)(4) | Washington, DC | ||
| 5 | Council on Foundations | 501(c)(3) | Washington, DC | ||
| 6 | Jewish Federation of Greater Washington (JFGW) | 501(c)(3) | North Bethesda, MD | ||
| 7 | Bridges Public Charter School | 501(c)(3) | Washington, DC | ||
| 8 | News Media Alliance | 501(c)(6) | Arlington, VA | ||
| 9 | YES Prep Public Schools | 501(c)(3) | Houston, TX | ||
| 10 | Childrens Hospital Los Angeles Medical Group (CHLAMG) | 501(c)(3) | Los Angeles, CA | ||
| ... | and 92 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 Global Retirement Partners LLC, Commonwealth Financial Network, Wells Fargo Bank, Merrill Lynch, Valic, Gallagher Benefit Services Inc, CBIZ Benefits and Insurance Services, The Segal Company, RBC Capital Markets, and Fidelity Investments Institutional.
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