CU Capital Market Solutions is an investment advisor in Alpharetta with $506.47 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
812742959
SEC advisor number
801-108189
FINRA CRD number
284473
AUM ?
$506.47 mm
(as of 6 Apr 20)
Accounts
6
(as of 6 Apr 20)
Employees
9
(3 investment advisory or research)
Address
CU Capital Market Solutions
7200 WEST 132 STREET
OVERLAND PARK
KS 66213
7200 WEST 132 STREET
OVERLAND PARK
KS 66213
Office hours
Monday - Friday, 9AM TO 5PM
Phone
800-222-0978
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Lester, Lewis, Nelson | CEO | 06/2016 | 25-50% |
| Colvin, Robert, Charles | President | 06/2016 | 25-50% |
| Mullally, William, Thayer | Member | 06/2016 | 25-50% |
| Jefferson Financial Credit Union | Unit Holder | 07/2016 | < 5% |
| Colvin, William, E | CCO | 03/2020 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
No filings