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, 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, hospitals, inpatient nursing, hospice, and rehabilitative care facilities, and child and youth services with revenues ranging from $13 million to $87 million.

Previous legal names, trade names, or just variations of their name include: Kestra Investment Services; and Kestra Investment Services, LL.

Primary location:
Austin, TX
Clients in:
OK, CT, TX
Identified clients:
103
Avg client size:
$69 mil revenue
Median client size:
$32 mil revenue

Kestra Investment Services LLC client list

  Name Type Location
1 Samaritan's Purse 501(c)(3) Boone, NC
2 UnidosUS 501(c)(3) Washington, DC
3 Vera Institute of Justice 501(c)(3) Brooklyn, NY
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 Bridges Public Charter School 501(c)(3) Washington, DC
9 News Media Alliance (NMA) 501(c)(6) Arlington, VA
10 YES Prep Public Schools 501(c)(3) Houston, TX
... and 93 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 Mma Securities LLC, Minnesota Life Insurance Company, JP Morgan Chase, Ameriprise Financial Services, Capfinancial Partners, LLC, Ubs Financial Services, The Segal Company, LPL Financial, Ubs Financial Services, Inc., and RBC Capital Markets.

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