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NCU Investment Solutions

NCU Investment Solutions. CRD 134804

NCU Investment Solutions logo

CRD: 134804

NCU Investment Solutions

Smithfiled, RI, 02917
4012280100
ncuinvestments.com
$107.6M Total AUM
$94.3M Disc. AUM
-- 3Y CAGR
8 Employees
223 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
Delta
Established Date
04-18-2005
Office Locations
2

Office Locations

1005 Douglas Pike Smithfiled RI
2100 Warwick Avenue Warwick RI

About NCU Investment Solutions

NCU Investment Solutions is a Smithfield, RI registered investment adviser focused on long-term, goals-based financial planning. The firm designs, implements, and monitors customized plans with ongoing progress reporting and course corrections. Portfolios primarily use public funds and ETFs, and the practice supports retail and institutional relationships, including custody at Schwab and Fidelity/NFS.

Team overview

54 AVG AGE
$17.9M AVG AUM / ADVISOR
$482.3K AVG AUM / CLIENT
3.1 yrs AVG TENURE
8 Employees
6 Advisory Reps
5 RIA Reps
21yrs Firm Age

Insights

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Client Personas

Legacy catalyst

Custodian

Summit quantum Ember

Investment Themes

Vertex Ember alpha

Investment Vehicles

Meridian insight Horizon

Platform

Atlas

Services

Pathway Foundation Atlas vertex Focus capital Momentum Pioneer Foundation legacy Focus bridge Wave

Technology

Vector horizon

Owner & Executives

L

Lisa Dandeneau

Manager

CRD
--
Ownership
Less than 5%
(968) 736-8910
signal.insight@pathwaycapital.com
in linkedin.com/in/atlas-timber
JASON M JOLIN

JASON M JOLIN

Manager

CRD
--
Ownership
Less than 5%
(755) 829-6356
delta.peak@harborcapital.com
in linkedin.com/in/value-wave
T

Timber focus

Delta peak

CRD
#67383
Ownership
13.8%
(452) 257-8718
horizon.unison@pioneercapital.com
in linkedin.com/in/timber-north

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Contacts

RUSSELL ALBERT BOTVIN

RUSSELL ALBERT BOTVIN

Financial Planning and Investments Manager

CRD
#6542070
(461) 724-3328
optima.signal@radialcapital.com
in linkedin.com/in/vertex-prime
A

ALEXANDER HUGH CABRAL

--

CRD
#8214843
(521) 741-2247
eagle.timber@crestcapital.com
in linkedin.com/in/frontier-matrix
W

Wave insight

Insight element vital

CRD
#24040
(701) 720-8702
capital.harbor@bridgecapital.com
in linkedin.com/in/alpha-beacon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $94,268,903 --
Non-Discretionary $13,283,005 --
Total $107,551,908 --

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Separately Managed Accounts

Total SMA Asset: $107,551,908

$107.6M Total SMA
Public Funds:
20.8%
Cash:
13.8%
Equity - Exchange:
30.8%
Other:
28.6%
U.S. Government/Agency:
6.0%
Asset class Assets Assets %
Public Funds $1,027,366,844 20.8%
Cash $681,618,387 13.8%
Equity - Exchange $1,521,293,211 30.8%
Other $1,412,629,410 28.6%
U.S. Government/Agency $296,355,820 6.0%
Total $4,939,263,672 100.0%

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