CU Investment Solutions LLC

Overview

CU Investment Solutions LLC is a limited liability company registered in Kansas that operates primarily as a broker-dealer. The firm's public profile indicates ownership by a mix of a domestic entity and an individual, and it is classified on the record as "unclassified." Its fee arrangements include hourly charges and fixed fees rather than percentage-based asset management fees. The firm is not identified as an active ESG investor and is not listed as a multistate adviser or a pension consultant. An industry affiliation with a banking or thrift institution is noted. CU Investment Solutions does not list itself as a capital allocator and has no related adviser designation on file. The available information does not describe a defined advisory product shelf or typical investment mandates, and there are no stated advisory activities in the record provided.

Assets & Accounts

Location & Offices