CHRISTIAN BROTHERS INVESTMENT SERVICES, INC.

125 South Wacker Drive
Suite 2400
Chicago, Illinois 60606
Tel: 312-803-6440

About CHRISTIAN BROTHERS INVESTMENT SERVICES, INC.

CHRISTIAN BROTHERS INVESTMENT SERVICES, INC, formally registered with the SEC as CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. The firm was established in 12/22/1981. They have over 1 offices throughout the country.

CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. is a Chicago, Illinois based Financial Planning firm with nearly $10,703,367,000 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 34 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104604
SEC#	801-16639
Assets Managed by Firm	$10,703,367,000
No. of Clients	13
No. of Advisors	34

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	13	$10,703,367,000
Charitable organizations	11	$295,830,000

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