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, hospitals, and civic and social organizations with revenues ranging from $11 million to $198 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 | New York Foundation for Senior Citizens (NYFSC) | 501(c)(3) | New York, NY | ||
| 5 | NJ Thoroughbred Horsemen's Association | 501(c)(6) | Oceanport, NJ | ||
| 6 | Virtua | 501(c)(3) | Marlton, NJ | ||
| 7 | University of Maryland Capital Region Health | 501(c)(3) | Upper Marlboro, MD | ||
| 8 | Legacy Community Health Services | 501(c)(3) | Houston, TX | ||
| 9 | Atlanta Community Food Bank | 501(c)(3) | Atlanta, GA | ||
| 10 | Turning Point Community Programs (TPCP) | 501(c)(3) | Rancho Cordova, CA | ||
| ... | and 38 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 Ubs Financial Services, US Bank, Ameriprise Financial Services, Minnesota Life Insurance Company, Adp, Benefit Plans Admin Services, Inc., Capfinancial Partners, LLC, LPL Financial, Raymond James Financial Services, and Vanguard Group, Inc..
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