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 $17 million to $106 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:
TX
Identified clients:
165
Avg client size:
$52 mil revenue
Median client size:
$27 mil revenue

Kestra Investment Services LLC client list

 NameTypeLocation
1Samaritan's Purse501(c)(3)Boone, NC
2Scholarship America501(c)(3)Minneapolis, MN
3Vera Institute of Justice501(c)(3)New York, NY
4Pact501(c)(3)Washington, DC
5Motion Picture Association of America (MPAA)501(c)(6)Sherman Oaks, CA
6American Jewish World Service501(c)(3)New York, NY
7American Society of Association Executives501(c)(6)Washington, DC
8American Association for Justice (AAJ)501(c)(6)Washington, DC
9United Way Worldwide501(c)(3)Alexandria, VA
10Jewish Social Service Agency (JSSA)501(c)(3)Rockville, MD
...and 155 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 LPL Financial, The Segal Company, Minnesota Life Insurance Company, Ubs Financial Services, Gallagher Benefit Services Inc, Raymond James and Associates, Wells Fargo Bank, Metlife Securities Inc, Merrill Lynch Pierce Fenner and Smith, and Nationwide.

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