Kestra Investment Services LLC is a firm that provides insurance agent or broker, financial advisor, investment management, consulting services, and insurance to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).
Most Kestra Investment Services LLC clients are hospitals and outpatient health care practitioners and facilities with revenues ranging from $15 million to $103 million.
Previous legal names, trade names, or just variations of their name include: Kestra Investment Services; and Kestra Investment Services, LL.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Samaritan's Purse | 501(c)(3) | Boone, NC | ||
| 2 | Vera Institute of Justice | 501(c)(3) | Brooklyn, NY | ||
| 3 | Biotechnology Innovation Organization (BIO) | 501(c)(6) | Washington, DC | ||
| 4 | TechnoServe | 501(c)(3) | Arlington, VA | ||
| 5 | American Jewish World Service | 501(c)(3) | New York, NY | ||
| 6 | American Association for Justice (AAJ) | 501(c)(6) | Washington, DC | ||
| 7 | Council on Foundations | 501(c)(3) | Washington, DC | ||
| 8 | Easter Seals Serving DC MD VA | 501(c)(3) | Silver Spring, MD | ||
| 9 | Oceana | 501(c)(3) | Washington, DC | ||
| 10 | Jewish Federation of Greater Washington (JFGW) | 501(c)(3) | North Bethesda, MD | ||
| ... | and 136 more Kestra Investment Services LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Kestra Investment Services LLC in the nonprofit sector include Global Retirement Partners LLC, Commonwealth Financial Network, Valic, Gallagher Benefit Services Inc, Wells Fargo Bank, Minnesota Life Insurance Company, Ubs Financial Services, Inc., Fidelity Investments Institutional, LPL Financial, and Ameriprise Financial Services.
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