CREDIT UNION INVESTMENT SERVICES

CREDIT UNION INVESTMENT SERVICES of RALEIGH, NC is an SEC-registered investment adviser (CRD 144871). Regulatory assets under management: $111K. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 144871
• Type: Registered investment adviser
• Location: 801 HILLSBOROUGH STREET, RALEIGH, NC, 27603
• Phone: 800-451-5467
• Latest filing: 2026-05-18
• Regulatory AUM: $111K
• Non-discretionary AUM: $111K
• Clients: 258
• Accounts: 1

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144871 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search