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 grantmaking foundations with revenues ranging from $12 million to $279 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 | Austin Lighthouse for the Blind | 501(c)(3) | Austin, TX | ||
| 6 | Falcons Landing | 501(c)(3) | Potomac Falls, VA | ||
| 7 | New York Foundation for Senior Citizens (NYFSC) | 501(c)(3) | New York, NY | ||
| 8 | Friends of Children with Special Needs | 501(c)(3) | Fremont, CA | ||
| 9 | Complete Care Community Health Center I | 501(c)(3) | Los Angeles, CA | ||
| 10 | Jewish Federation of Detroit | 501(c)(3) | Bloomfield Hills, MI | ||
| ... | and 40 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 State Street Bank and Trust, Resources Investment Advisors, Inc., Royal Alliance Associates Inc, Trowe Price, Stifel Nicolaus, Usi Consulting Group, Pentegra Services Inc., Merrill Lynch Pierce Fenner and Smith, National Financial Services, and Reliance Trust Company.
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