Institution profile
UPWARD
Identity verified through NCUA; additional sources pendingVerification describes the US Mortgage Index public-source matching process. It is not an endorsement or recommendation. Read the methodology
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NCUA identity
- NCUA charter number
- 65323
- Credit union type
- Federally insured state-chartered credit union
- Federal insurance
- Federally insured through the NCUA / National Credit Union Share Insurance Fund
- Low-income designation
- No
NCUA-reported main office
Main office is the location classification reported in the NCUA source and is not presented here as a legal-headquarters determination.
- Address line 1
- 1860 El Camino Real Ste 100
- City
- Burlingame
- State
- CA
- ZIP
- 94010-3106
- County
- San Mateo
- Country
- United States
- Phone
- 6502311300
- Hours
- Monday through Thursday 8:30 am to 4:00 pm, Fridays 7:30 am to 5:00 pm
NCUA quarterly financial summary
Data period: March 31, 2026
- Members
- 4,267
- Total assets
- $93,700,701
- Total loans — all reported loan categories
- $49,830,487
- Shares and deposits
- $80,547,190
- Return on average assets
- 0.68%
- Net worth ratio
- 11.08%
- Loan-to-share ratio
- 61.86%
NCUA total-loan balances are institution-wide and are not presented as mortgage volume.
Four-quarter growth metrics
- Shares/deposits four-quarter growth
- -1.4%
- Loans four-quarter growth
- 2.35%
- Assets four-quarter growth
- 2.01%
- Members four-quarter growth
- -3.59%
- Net-worth four-quarter growth
- 8.16%
Location characteristics
Source-reported location characteristics. These fields are not recommendations or quality indicators.
- Member services
- Yes
- ATM
- Yes
- Drive-thru
- No
- Shared service-center network
- Yes
NCUA source dates
- NCUA call-report date
- March 31, 2026
- NCUA locations data date
- March 31, 2026
- NCUA locations observed
- August 7, 2026
Additional profile fields
Fields below supplement the primary source baseline and are shown only when present on the public profile.
- Entity type
- Federally insured state-chartered credit union