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 $13 million to $252 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Heifer Project International | 501(c)(3) | Little Rock, AR | ||
| 2 | Disabled American Veterans | 501(c)(4) | Erlanger, KY | ||
| 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 | University of Maryland Capital Region Health | 501(c)(3) | Upper Marlboro, MD | ||
| 8 | Legacy Community Health Services | 501(c)(3) | Houston, TX | ||
| 9 | Jewish Federation of Metropolitan Detroit | 501(c)(3) | Bloomfield Hills, MI | ||
| 10 | Turning Point Community Programs (TPCP) | 501(c)(3) | Rancho Cordova, CA | ||
| ... | 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 Ascensus, Newport Group, Inc., Newport Trust Company, Vanguard Group, Inc., Sageview Advisory Group, LLC, Sei Investments, RBC Wealth Management, Morgan Stanley Smith Barney LLC, Ubs Financial Services Inc, and Benefit Plans Admin Services, Inc..
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