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 Florida (although they are present in other states as well).
Most Ubs Financial Services, Inc. clients are health and welfare funds, hospitals, outpatient health care practitioners and facilities, and civic and social organizations with revenues ranging from $14 million to $281 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 | Falcons Landing | 501(c)(3) | Potomac Falls, VA | ||
| 5 | New York Foundation for Senior Citizens (NYFSC) | 501(c)(3) | New York, NY | ||
| 6 | Bayada Home Health Care | 501(c)(3) | Pennsauken, NJ | ||
| 7 | Legacy Community Health Services | 501(c)(3) | Houston, TX | ||
| 8 | Jewish Federation of Detroit | 501(c)(3) | Bloomfield Hills, MI | ||
| 9 | David A Straz JR Center | 501(c)(3) | Tampa, FL | ||
| 10 | Travis Association for the Blind | 501(c)(3) | Austin, TX | ||
| ... | 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 Benefit Plans Admin Services, Inc., Minnesota Life Insurance Company, Raymond James Financial Services, Towers Watson, LPL Financial, US Bank, Capfinancial Partners, LLC, The Segal Company, Adp, and Ameriprise Financial Services.
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