BCU Wealth Advisors is an investment advisor in Vernon Hills with $395.00 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
460916007
SEC advisor number
801-81122
FINRA CRD number
164173
AUM ?
$395.00 mm
(as of 24 Apr 23)
Accounts
1,773
(as of 24 Apr 23)
Employees
17
(3 investment advisory or research)
Office hours
Monday - Friday, 8:00 AM - 4:30 PM CT
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Baxter Credit Union | Unit Holder | 03/2012 | > 75% |
Smith, Charles, Edward | Board Member/treasurer | 11/2012 | < 5% |
Comeau, Scott, Leonard | Chief Compliance Officer | 07/2018 | < 5% |
Blum, David | Board Chairman | 10/2021 | < 5% |
Sahagian, John, S | Board Member | 10/2021 | < 5% |
Sammons, Jill | Board Member | 10/2021 | < 5% |
Mertens, Kristi, Lynn | Board Member | 07/2022 | < 5% |
Latest filings (excl ownership)
No filings