CLOs on the Move

Credit Union of Southern California

www.cusocal.org

 
At CU SoCal, we believe we are more than a place to save and borrow money. We are a place where dreams thrive. It starts with our focus on making a difference--not a profit. Our bottom line is to help our Members find a way, not get in their way. Whether they are looking to buy a home, plan for retirement, or open their first savings account, the team at CU SoCal works to empower every Member to make their plans happen, turning wishing and waiting into achieving and doing.
  • Number of Employees: 25-100
  • Annual Revenue: $50-100 Million
  • www.cusocal.org
  • 8101 E. Kaiser Boulevard Suite 300
    Anaheim, CA USA 92808
  • Phone: 562.698.8326
  • Fax: 714.990.5492

Executives

Name Title Contact Details

Similar Companies

Madison Planning Group Inc

Madison Planning Group Inc is a West Harrison, NY-based company in the Financial Services sector.

QwickRate

QwickRate is a Marietta, GA-based company in the Financial Services sector.

Vernon Commerce Credit Union

Vernon Commerce Credit Union is a Los Angeles, CA-based company in the Financial Services sector.

Fiduciary Trust Company

A fiduciary trust is a fiduciary relationship in which a trustee holds the title to assets for the beneficiary. The trust's creator is called the grantor. Putnam Fiduciary Trust Company offers personal and commercial banking services. The bank was founded in 1982 and is based in Boston, Massachusetts. Putnam Fiduciary Trust Company operates as a subsidiary of Marsh & McLennan Companies, Inc.Fiduciary Trust Company is an employee owned investment manager. The firm also provides trust services, financial planning, estate planning, family office advisory, philanthropic planning, tax planning, retirement planning, and estate settlement. It primarily provides its services to individuals, families, high net worth individuals, endowments, foundations, and trusts. The firm manages separate client-focused equity and fixed income portfolios. It invests in the public equity, fixed income, and real estate markets across the globe. The firm makes its investments in private real estate, private equity, hedge funds, timberland, commodities and managed futures, and exchange-traded funds. It invests in growth and value stocks of small-cap, mid-cap, and large-cap companies to make its equity investments. The firm typically makes its fixed income investments in high credit quality instruments. It makes its real estate investments in REIT’s and private limited partnerships. The firm employs a quantitative analysis to make its investments. It employs a combination of in-house and external research to make its investments. Fiduciary Trust Company was founded in 1885 and is based in Boston, Massachusetts.

The Forest Road Company

The Forest Road Company is an investment platform that provides strategic financing to organizations, capitalizing on disruption and bringing value to stakeholders.