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 $3.5 million to $89 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Michael J. Fox Foundation for PARKINSON'S 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 | Easter Seals | 501(c)(3) | Chicago, IL | ||
| 5 | International Council of Shopping Centers (ICSC) | 501(c)(6) | New York, NY | ||
| 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 | The Roberts Foundation | 501(c)(3) | San Mateo, CA | ||
| ... | and 144 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 Variable Annuity Life Insurance Company, Variable Annuity Life Insurance Co., Ascensus, Newport Group, Inc., Fidelity Investments, Morgan Stanley Smith Barney LLC, RBC Wealth Management, M&T Bank, Ubs Financial Services, Inc., and Morningstar.
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