Ubs Financial Services, Inc. is a firm that provides financial advisor, investment management, fiduciary trustee, administrative support, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in California and Florida (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, grantmaking foundations, and civic and social organizations with revenues ranging from $14 million to $293 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Disabled American Veterans | 501(c)(4) | Erlanger, KY | ||
| 2 | Heifer Project International | 501(c)(3) | Little Rock, AR | ||
| 3 | Navy-Marine Corps Relief Society (NMCRS) | 501(c)(3) | Arlington, VA | ||
| 4 | Falcons Landing | 501(c)(3) | Potomac Falls, VA | ||
| 5 | New York Foundation for Senior Citizens (NYFSC) | 501(c)(3) | New York, NY | ||
| 6 | Bayada Home Health Care | 501(c)(3) | Pennsauken, NJ | ||
| 7 | Legacy Community Health Services | 501(c)(3) | Houston, TX | ||
| 8 | Jewish Federation of Detroit | 501(c)(3) | Bloomfield Hills, MI | ||
| 9 | David A Straz JR Center | 501(c)(3) | Tampa, FL | ||
| 10 | Travis Association for the Blind | 501(c)(3) | Austin, TX | ||
| ... | and 35 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 Resources Investment Advisors, Inc., Fiduciary Investment Advisors, LLC, Edward Jones, Usi Consulting Group, Reliance Trust Company, State Street Bank and Trust, Merrill Lynch Pierce Fenner and Smith, Trowe Price, Cpi Qualified Plan Consultants, and Well and Good LLC.
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