← Tributary

TRUSTAGE INVESTMENT MANAGEMENT

MADISON, WI · CRD 105960 · IAPD ↗ · trustage.com · 6082385851

$39.46BRegulatory AUM
41Advisory reps
62Employees
106Clients
0Planning clients
6Private funds
50States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

15
April 2025 — TRUSTAGE INVESTMENT MANAGEMENT changed its website from cunamutual.com to trustage.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
40
April 2025 — TRUSTAGE INVESTMENT MANAGEMENT's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.