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CREDIT UNION INVESTMENT SERVICES

CREDIT UNION INVESTMENT SERVICES, INC.

CRD 144871

Visit website

801 HILLSBOROUGH STREET, 3RD FLOOR, RALEIGH, NC, 27603, United States

Phone

800-451-5467

Fax

919-834-5836

Registration

— (—)

Source

State registered

Total AUM

$111K

Discretionary AUM

$0

Team

258 total employees; 258 advisory reps; 36300 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-05-18

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Educational seminars

All web addresses on file

Official SEC filing: View on IAPD