Credit Union Brokerage Services, Inc. (Auburn)

Name: Credit Union Brokerage Services, Inc.
Address: 15 Midstate Drive, Auburn, MA, 01501
Telephone: 508-832-0080

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.

Credit Union Brokerage Services: assets under management

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.

Fees & Commissions

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.

Careers at Credit Union Brokerage Services, Inc.

David W Cofske has been acting as President since 1 Apr 1996. Theresa Gass joined the executive team most recently as the Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Central Credit Union Fund	Shareholder	1 Apr 1994	75% - 100%	04-6040224
Richard E Wright	Chairman & director	1 Sep 1994	Other	2432453
David W Cofske	Director	1 Apr 1996	Other	2432457
Dennis J Santora	Handles books & records	1 May 1997	Other	2788945
John R Caulfield	Treasurer & director	1 Apr 1998	Other	3085296
Denyse Nicole James	Secretary & director	1 Apr 1998	Other	3085301
Roland Draper	Director	1 Apr 2000	Other	2432427
Kenneth Wayne Randall	Financial and operations principal	1 Jul 2000	Other	4166882
Gary Allen Glassman	President & ceo	1 Oct 2000	Other	2378984
Jonathan Alan Rankin	Chief compliance officer	1 Feb 2002	Other	2279702
John R Caulfield	Vice chairman/director	1 Apr 2002	Other	3085296
Denyse Nicole James	Treasurer & director	1 Apr 2002	Other	3085301
Roland Draper	Chairmen/director	1 Apr 2002	Other	2432427
Michael Christopher Hildreth	Vice president/financial & operations principal	1 May 2002	Other	2386839
James Lee Vanarsdale	Director	1 Apr 2004	Other	xxx-xx-xxxx
Theresa Gass	Treasurer	1 Dec 2004	Other	xxx-xx-xxxx
Paul Richard	Clerk	1 Dec 2004	Other	xxx-xx-xxxx

Based in Auburn

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.