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, assisted living and continuing care retirement communities, and individual and family services with revenues ranging from $18 million to $89 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:
44
Avg client size:
$49 mil revenue
Median client size:
$35 mil revenue

Leafhouse Financial Advisors, LLC client list

  Name Type Location
1 Human Care Services for Families and Children 501(c)(3) Brooklyn, NY
2 Family Life Academy Charter Schools 501(c)(3) Bronx, NY
3 EIHAB Human Services 501(c)(3) Jamaica, NY
4 Usc Arcadia Hospital 501(c)(3) Arcadia, CA
5 Austin Travis County Integral Care 501(c)(3) Austin, TX
6 Goodwin University 501(c)(3) East Hartford, CT
7 Morningside Ministries 501(c)(3) San Antonio, TX
8 Nassau Suffolk Services for the Autistic (NSSA) 501(c)(3) Commack, NY
9 Community Care of North Carolina (CCNC) 501(c)(3) Garner, NC
10 Corporation for the Promotion of Rifle Practice and Firearms Safety (CMP) 501(c)(3) Anniston, AL
... and 34 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 Kibble and Prentice, Morgan Stanley Smith Barney, Metlife Insurance Company, Prudential, Prudential Insurance Company, Oppenheimer, Cigna Health and Life Insurance, Brighthouse Life Insurance Company, Massachusetts Mutual Life Insurance Co., and Vanguard Group, Inc..

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