Ubs Financial Services Inc is a firm that provides financial advisor, insurance agent or broker, investment management, consulting services, and commercial bank 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 Ubs Financial Services Inc clients are health and welfare funds, outpatient health care practitioners and facilities, hospitals, and grantmaking foundations with revenues ranging from $3.4 million to $71 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Michael J. Fox Foundation for Parkinsons Research | 501(c)(3) | New York, NY | ||
| 2 | National Multiple Sclerosis Society | 501(c)(3) | New York, NY | ||
| 3 | Association of National Advertisers (ANA) | 501(c)(6) | New York, NY | ||
| 4 | International Council of Shopping Centers (ICSC) | 501(c)(6) | New York, NY | ||
| 5 | Easter Seals | 501(c)(3) | Chicago, IL | ||
| 6 | National Electrical Manufacturers Association (NEMA) | 501(c)(6) | Rosslyn, VA | ||
| 7 | Polaris | 501(c)(3) | Washington, DC | ||
| 8 | Rock and Roll Hall of Fame | 501(c)(3) | Cleveland, OH | ||
| 9 | Boys & Girls Clubs of San Francisco (BGCSF) | 501(c)(3) | San Francisco, CA | ||
| 10 | Navy-Marine Corps Relief Society (NMCRS) | 501(c)(3) | Arlington, VA | ||
| ... | and 157 more Ubs Financial Services Inc not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Ubs Financial Services Inc in the nonprofit sector include Morningstar, Ubs Financial Services, Inc., Ubs Financial Services, Capfinancial Partners, LLC, The Segal Company, JP Morgan Chase, RBC Capital Markets, Global Retirement Partners LLC, Commonwealth Financial Network, and Raymond James and Associates.
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