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CU Investment Solutions LLC

Headquartered in OVERLAND PARK, KS

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Firm Information

CU Investment Solutions LLC is a Limited Liability Company based in Delaware, formed in June 2011. They provide non-discretionary investment advisory services for institutional clients. They are registered with the SEC and in 25 states.

CU Investment Solutions LLC

Not reported

Assets Under Management

3

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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non discretionary investment advisory for institutional clients

Non discretionary investment advisory for institutional clients

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

Branch Locations (10)

CU INVESTMENT SOLUTIONS LLC has a total of 10 branch locations across the country.

Advisors at CU Investment Solutions LLC

View All 33 Advisors

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Disclosures

There is public disclosure for CU Investment Solutions LLC. Review regulatory record here.

Frequently Asked Questions (9)

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