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 with revenues ranging from $17 million to $90 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:
43
Avg client size:
$49 mil revenue
Median client size:
$36 mil revenue

Leafhouse Financial Advisors, LLC client list

  Name Type Location
1 Usc Arcadia Hospital 501(c)(3) Arcadia, CA
2 Austin Travis County Integral Care 501(c)(3) Austin, TX
3 Human Care Services for Families and Children 501(c)(3) Brooklyn, NY
4 Goodwin University 501(c)(3) East Hartford, CT
5 Morningside Ministries 501(c)(3) San Antonio, TX
6 Nassau Suffolk Services for the Autistic (NSSA) 501(c)(3) Commack, NY
7 Community Care of North Carolina (CCNC) 501(c)(3) Garner, NC
8 Corporation for the Promotion of Rifle Practice and Firearms Safety (CMP) 501(c)(3) Anniston, AL
9 Corp Serv Med Prim y Prev de Hatillo 501(c)(3) Puerto Rico,
10 MCH Family Outreach (MCH) 501(c)(3) Waco, TX
... and 33 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 Northwestern Mutual Investment Serv, Ameriprise Financial Services, Transamerica, Minnesota Life Insurance Company, Healthcare Community Securities Cor, Raymond James Financial Services, Ubs Financial Services, Inc., Marquette and Associates, Voya, and Fidelity.

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