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 outpatient health care practitioners and facilities, hospitals, and grantmaking foundations with revenues ranging from $3.6 million to $94 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Fidelity Investments Charitable Gift Fund | 501(c)(3) | Boston, MA | ||
| 2 | The Michael J. Fox Foundation for Parkinsons Research | 501(c)(3) | New York, NY | ||
| 3 | National Multiple Sclerosis Society | 501(c)(3) | New York, NY | ||
| 4 | Association of National Advertisers (ANA) | 501(c)(6) | New York, NY | ||
| 5 | International Council of Shopping Centers (ICSC) | 501(c)(6) | New York, NY | ||
| 6 | American Library Association (ALA) | 501(c)(3) | Chicago, IL | ||
| 7 | National Electrical Manufacturers Association (NEMA) | 501(c)(6) | Arlington, VA | ||
| 8 | Polaris Project | 501(c)(3) | Washington, DC | ||
| 9 | Rock and Roll Hall of Fame | 501(c)(3) | Cleveland, OH | ||
| 10 | Boys & Girls Clubs of San Francisco (BGCSF) | 501(c)(3) | San Francisco, CA | ||
| ... | and 166 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 RBC Wealth Management, Variable Annuity Life Insurance Company, Morgan Stanley Smith Barney LLC, Newport Group, Inc., Empower Annuity Insurance Company, Variable Annuity Life Insurance Co., Vanguard Group, Inc., Fidelity Investments, Ascensus, and Oppenheimer.
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