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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-05-2007
- Office Locations
- 169
Office Locations
About Credit Union Investment Services
Credit Union Investment Services supports SECU’s member-owned credit union (serving North Carolina since 1937) with everyday banking, card, lending and mortgage solutions alongside financial planning and investment accounts for members. Investment exposure is primarily ETF-based with supplemental fixed income. Distribution is driven through a large branch footprint and an Envestnet-based platform (with Pershing among custodians).
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TENESHA THOMPSON CARTER
Chief Executive Officer, President
- CRD
- #5200270
- Ownership
- Less than 5%
MATTHEW ALLEN HAMILTON
CHIEF OPERATING OFFICER
- CRD
- #4566788
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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AIRIS ALEXANDER ABOLINS
--
- CRD
- #2891011
Riddhi k Agarwal
--
- CRD
- #7639925
Showing 2 of 258 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $110,960 | -- |
| Total | $110,960 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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