Cause IQ vendor profile

Leafhouse Financial Advisors, LLC


Leafhouse Financial Advisors, LLC is a firm that provides financial advisor, investment management, fiduciary trustee, administrative support, and insurance to nonprofit clients. They primarily provide their services regionally, with most clients in New York and Texas (although they are present in other states as well).

Most Leafhouse Financial Advisors, LLC clients are outpatient health care practitioners and facilities and residential intellectual and developmental disability facilities with revenues ranging from $17 million to $158 million.

Previous legal names, trade names, or just variations of their name include: Leafhouse Financial Advisors.

Primary location:
Austin, TX
Clients in:
TX
Identified clients:
31
Avg client size:
$52 mil revenue
Median client size:
$33 mil revenue

Leafhouse Financial Advisors, LLC client list

 NameTypeLocation
1Usc Arcadia Hospital501(c)(3)Arcadia, CA
2Human Care Services for Families and Children501(c)(3)Brooklyn, NY
3Austin Travis County Integral Care501(c)(3)Austin, TX
4Goodwin University501(c)(3)East Hartford, CT
5Morningside Ministries501(c)(3)San Antonio, TX
6Nassau Suffolk Services for the Autistic (NSSA)501(c)(3)Commack, NY
7Community Care of North Carolina (CCNC)501(c)(3)Garner, NC
8Migrant Health Center501(c)(3)Puerto Rico,
9MCH Family Outreach (MCH)501(c)(3)Waco, TX
10Navajo Technical University (NTU)501(c)(3)Crownpoint, NM
...and 21 more Leafhouse Financial Advisors, LLC not-for-profit tax-exempt clients identified by Cause IQ

Leafhouse Financial Advisors, LLC competitors

Competitors to Leafhouse Financial Advisors, LLC in the nonprofit sector include Great West Life and Annuity Ins Company, Massachusetts Mutual Life Ins Company, Resources Investment Advisors, Inc., Metlife, Kibble and Prentice, Metlife Insurance Company, Prudential, Cigna Health and Life Insurance, Voya, and John Hancock.

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