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, Florida, and New York (although they are present in other states as well).
Most Ubs Financial Services, Inc. clients are health and welfare funds, hospitals, outpatient health care practitioners and facilities, grantmaking foundations, and civic and social organizations with revenues ranging from $12 million to $188 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 | American Clean Power Association | 501(c)(6) | Washington, DC | ||
| 5 | Falcons Landing | 501(c)(3) | Potomac Falls, VA | ||
| 6 | New York Foundation for Senior Citizens (NYFSC) | 501(c)(3) | New York, NY | ||
| 7 | Jewish Federation of Detroit | 501(c)(3) | Bloomfield Hills, MI | ||
| 8 | David A Straz JR Center | 501(c)(3) | Tampa, FL | ||
| 9 | Complete Care Community Health Center I | 501(c)(3) | Los Angeles, CA | ||
| 10 | Travis Association for the Blind | 501(c)(3) | Austin, TX | ||
| ... | and 39 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 US Bank, Capfinancial Partners, LLC, Minnesota Life Insurance Company, Healthcare Community Securities Cor, Raymond James Financial Services, LPL Financial, Northwestern Mutual Investment Serv, The Segal Company, Ameriprise Financial Services, and Cambridge Investment Research Inc.
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