Ubs Financial Services is a firm that provides investment management, financial advisor, insurance agent or broker, consulting services, and commercial bank to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most Ubs Financial Services clients are health and welfare funds, hospitals, outpatient health care practitioners and facilities, and grantmaking foundations with revenues ranging from $1.8 million to $61 million.
|1||Fidelity Investments Charitable Gift Fund||501(c)(3)||Boston, MA|
|2||Front Porch Communities and Services||501(c)(3)||Glendale, CA|
|3||NYC & Company||501(c)(6)||New York, NY|
|4||Knollwood Military Retirement Community (ADF)||501(c)(3)||Washington, DC|
|5||University of Maryland Capital Region Health||501(c)(3)||Laurel, MD|
|6||Methodist Hospital of Southern California||501(c)(3)||Arcadia, CA|
|7||Satellite Healthcare||501(c)(3)||San Jose, CA|
|8||New York Independent System Operator / Cheryl Hussey (NYISO)||501(c)(3)||Rensselaer, NY|
|9||Pioneer Human Services||501(c)(3)||Seattle, WA|
|10||Marcus Jewish Community Center of Atlanta (MJCCA)||501(c)(3)||Dunwoody, GA|
|...||and 80 more Ubs Financial Services not-for-profit tax-exempt clients identified by Cause IQ|
Competitors to Ubs Financial Services in the nonprofit sector include Kestra Investment Services LLC, Nationwide, Reliance Trust Company, Merrill Lynch Pierce Fenner and Smith, Global Retirement Partners LLC, Valic, Variable Annuity Life Insurance Co., Morgan Stanley Smith Barney LLC, Variable Annuity Life Insurance Company, and Newport Group, Inc..
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