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 New York (although they are present in other states as well).
Most Ubs Financial Services, Inc. clients are health and welfare funds and grantmaking foundations with revenues ranging from $12 million to $227 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Disabled American Veterans (DAV) | 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 | New York Foundation for Senior Citizens (NYFSC) | 501(c)(3) | New York, NY | ||
| 5 | Friends of Children with Special Needs (FCSN) | 501(c)(3) | Fremont, CA | ||
| 6 | Complete Care Community Health Center I | 501(c)(3) | Los Angeles, CA | ||
| 7 | Jewish Federation of Detroit | 501(c)(3) | Bloomfield Hills, MI | ||
| 8 | David A Straz JR Center | 501(c)(3) | Tampa, FL | ||
| 9 | Austin Lighthouse for the Blind | 501(c)(3) | Austin, TX | ||
| 10 | Falcons Landing | 501(c)(3) | Potomac Falls, VA | ||
| ... | and 36 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 Minnesota Life Insurance Company, Raymond James Financial Services, Healthcare Community Securities Cor, LPL Financial, Northwestern Mutual Investment Serv, US Bank, The Segal Company, Capfinancial Partners, LLC, Benefit Plans Admin Services, Inc., and Cambridge Investment Research Inc.
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