Cause IQ vendor profile

Leafhouse Financial Advisors, LLC


Leafhouse Financial Advisors, LLC is a firm that provides financial advisor, investment management, fiduciary trustee, insurance, and consulting services 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 $88 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:
45
Avg client size:
$51 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 35 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 Usi Advisors Inc, Dimeo Schneider, Ubs Financial Services Inc, Vanguard Group, Inc., Morgan Stanley Smith Barney LLC, Sageview Advisory Group, LLC, Raymond James and Associates, Inc., Fidelity, Principal, and Marquette and Associates.

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