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, grantmaking foundations, and civic and social organizations with revenues ranging from $12 million to $194 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 | Falcons Landing | 501(c)(3) | Potomac Falls, VA | ||
| 6 | New York Foundation for Senior Citizens (NYFSC) | 501(c)(3) | New York, NY | ||
| 7 | Jewish Federation of Detroit | 501(c)(3) | Bloomfield Hills, MI | ||
| 8 | David A Straz JR Center | 501(c)(3) | Tampa, FL | ||
| 9 | Complete Care Community Health Center I | 501(c)(3) | Los Angeles, CA | ||
| 10 | Travis Association for the Blind | 501(c)(3) | Austin, TX | ||
| ... | and 38 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 Resources Investment Advisors, Inc., Royal Alliance Associates Inc, State Street Bank and Trust, National Financial Services, Usi Consulting Group, Pentegra Services Inc., Stifel Nicolaus, Cpi Qualified Plan Consultants, Trowe Price, and Reliance Trust Company.
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