Ubs Financial Services

Ubs Financial Services is a firm that provides financial advisor, investment management, insurance agent or broker, commercial bank, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in Delaware (although they are present in other states as well).

Primary location:

Bethesda, MD

Clients in:

MD, GA, LA, FL, NJ, NY, CA, CO, IN, TX, OH, KY, MA

Identified clients:

104

Avg client size:

$135 mil revenue

Median client size:

$9.7 mil revenue

	Name	Type	Location
1	Windsong Trust	501(c)(3)	Manhattan Beach, CA
2	Walter S Johnson Foundation (WSJF)	501(c)(3)	San Francisco, CA
3	Valley Fund Charitable Foundation	501(c)(3)	Wilmington, DE
4	The Whitcomb Family Foundation	501(c)(3)	Wilmington, DE
5	The Frank De Angeli Family Foundation	501(c)(3)	Wilmington, DE
6	Cy Twombly Foundation	501(c)(3)	New York, NY
7	Wilson-Oconnor Family Foundation	501(c)(3)	Reston, VA
8	The Francine A LeFrak Foundation	501(c)(3)	Wilmington, DE
9	Marcus Jewish Community Center of Atlanta (MJCCA)	501(c)(3)	Dunwoody, GA
10	Hamill Foundation	501(c)(3)	Houston, TX
...	and 94 more Ubs Financial Services not-for-profit tax-exempt clients identified by Cause IQ