Kestra Advisory Services LLC is a firm that provides financial advisor, investment management, consulting services, administrative support, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in District of Columbia (although they are present in other states as well).
Most Kestra Advisory Services LLC clients are elementary and secondary schools and outpatient health care practitioners and facilities with revenues ranging from $24 million to $142 million.
Previous legal names, trade names, or just variations of their name include: Kestra Advisory Services.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Scholarship America | 501(c)(3) | Minneapolis, MN | ||
| 2 | Kipp DC Public Charter Schools | 501(c)(3) | Washington, DC | ||
| 3 | Management Sciences for Health (MSH) | 501(c)(3) | Medford, MA | ||
| 4 | The New Teacher Project (TNTP) | 501(c)(3) | New York, NY | ||
| 5 | Massachusetts Society for the Prevention of Cruelty to Animals (MSPCA-Angell) | 501(c)(3) | Boston, MA | ||
| 6 | Motion Picture Association (MPAA) | 501(c)(6) | Sherman Oaks, CA | ||
| 7 | Museum of Science | 501(c)(3) | Boston, MA | ||
| 8 | UnidosUS | 501(c)(3) | Washington, DC | ||
| 9 | Innovations for Poverty Action (IPA) | 501(c)(3) | Washington, DC | ||
| 10 | Common Cause Education Fund | 501(c)(3) | Washington, DC | ||
| ... | and 146 more Kestra Advisory Services LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Kestra Advisory Services LLC in the nonprofit sector include Minnesota Life Insurance Company, Fidelity Investments Institutional, Benefit Plans Admin Services, Inc., Transamerica Retirement Solutions, Ubs Financial Services, Inc., Ameriprise Financial Services, Raymond James Financial Services, LPL Financial, Towers Watson, and Capfinancial Partners, LLC.
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