CUNA Brokerage Services, Inc Revenue

Investment Management • Madison, Wisconsin, United States • 51-100 Employees

CUNA Brokerage Services, Inc revenue & valuation

Annual revenue	$6,074,405
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$19,500,000
Total funding	No funding

Key Contact at CUNA Brokerage Services, Inc

Pamela Schwartz

Vice President - Wealth Management

Company overview

Headquarters	5910 Mineral Point, Madison, Wisconsin 53701, US
Website	cunabrokerage.com
NAICS	5231
Keywords	Financial Advisors, Wealth Management, Retirement Planning, Financial Advisory Services, Credit Union
Founded	1985
Employees	51-100

CUNA Brokerage Services, Inc Email Formats

CUNA Brokerage Services, Inc uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@cunamutual.com), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@cunamutual.com	100%

About CUNA Brokerage Services, Inc

CUNA Brokerage Services, Inc. (CBSI) values teams that empower collaboration and sustainable success. Be part of our purpose-driven culture of empathy, transparency and financial stability for people and communities we serve. Please read and abide by our Community Guidelines by copying and pasting this link into your browser: https://bit.ly/3IgyD0O

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

Vice President

Employees by Department

CUNA Brokerage Services, Inc has 33 employees across 5 departments.

Departments

Number of employees

Funding Data

CUNA Brokerage Services, Inc has never raised funding before.

Frequently asked questions

CUNA Brokerage Services, Inc is located in Madison, Wisconsin, US.

CUNA Brokerage Services, Inc generates an estimated annual revenue of $6,074,405. This revenue figure reflects the company's market position and business performance in its industry.

CUNA Brokerage Services, Inc has an estimated valuation of $19,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

CUNA Brokerage Services, Inc was founded in 1985, making it 41 years old. The company has established itself as a significant player in its industry over this time.

CUNA Brokerage Services, Inc has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at CUNA Brokerage Services, Inc

Pamela Schwartz

Vice President - Wealth Management

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