CU Investment Solutions LLC

Overview

CU Investment Solutions LLC is a limited liability company that operates as a broker-dealer. The firm has been SEC-registered since 1998 and is owned by a domestic entity and an individual. FINTRX classifies the firm as "Unclassified," and it is not identified as a capital allocator or as a related adviser. Service and fee details in the record indicate the firm charges hourly and fixed fees, which is consistent with transactional or advisory engagement models that are not asset-based. The profile also flags an industry affiliation with a banking or thrift institution. The firm is not listed as an active ESG investor, not a multi-state adviser, not a pension consultant, and is not newly formed.

Assets & Accounts

Location & Offices