Credit Union Brokerage Services, Inc. is a large advisory firm based in Auburn. It manages $86.84 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.
Credit Union Brokerage Services provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Credit Union Brokerage Services, Inc. is $86.84 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Credit Union Brokerage Services, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David W Cofske has been acting as President since 1 Apr 1996. Theresa Gass joined the executive team most recently as the Treasurer.
The principal office where Credit Union Brokerage Services, Inc. performs its advisory services is located at 15 Midstate Drive, Auburn, MA 01501, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 508-832-0080 or by fax 508-832-2385. The normal business hours are 8:30 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at creditunionbrokerage.com.