Ubs Financial Services is a firm that provides investment management, financial advisor, insurance agent or broker, consulting services, and administrative support to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
|1||Fidelity Investments Charitable Gift Fund||501(c)(3)||Boston, MA|
|2||NYC & Company||501(c)(6)||New York, NY|
|3||Knollwood Military Retirement Community (ADF)||501(c)(3)||Washington, DC|
|4||University of Maryland Capital Region Health||501(c)(3)||Laurel, MD|
|5||Satellite Healthcare||501(c)(3)||San Jose, CA|
|6||New York Independent System Operator (NYISO)||501(c)(3)||Rensselaer, NY|
|7||Marcus Jewish Community Center of Atlanta (MJCCA)||501(c)(3)||Dunwoody, GA|
|8||Jewish Home and Care Center||501(c)(3)||Milwaukee, WI|
|9||Indiana Masonic Home Foundation||501(c)(3)||Indianapolis, IN|
|10||Fisher Titus Medical Center||501(c)(3)||Norwalk, OH|
|...||and 55 more Ubs Financial Services not-for-profit tax-exempt clients identified by Cause IQ|
Competitors to Ubs Financial Services in the nonprofit sector include Metlife Securities Inc, Ascensus, LPL Financial, Usi Consulting Group, Milliman, Vanguard Energy Services LLC, Kibble and Prentice, Minnesota Life Insurance Company, Nationwide, and Morgan Stanley Smith Barney.
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