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 hospitals and outpatient health care practitioners and facilities with revenues ranging from $15 million to $94 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 | Biotechnology Innovation Organization (BIO) | 501(c)(6) | Washington, DC | ||
| 5 | Motion Picture Association (MPAA) | 501(c)(6) | Sherman Oaks, CA | ||
| 6 | American Jewish World Service | 501(c)(3) | New York, NY | ||
| 7 | American Association for Justice (AAJ) | 501(c)(6) | Washington, DC | ||
| 8 | Council on Foundations | 501(c)(3) | Washington, DC | ||
| 9 | Jewish Social Service Agency (JSSA) | 501(c)(3) | Rockville, MD | ||
| 10 | Easter Seals Serving DC MD VA | 501(c)(3) | Silver Spring, MD | ||
| ... | and 145 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 Ubs Financial Services, Ameriprise Financial Services, Minnesota Life Insurance Company, Fidelity Investments Institutional, Capfinancial Partners, LLC, LPL Financial, JP Morgan Chase, The Segal Company, Metlife Securities Inc, and Fidelity Investments.
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