CATHOLIC INVESTMENT SERVICES, INC.

200 State Street, 13th Floor
Boston, Massachusetts 02109
Tel: 617-758-6588

About CATHOLIC INVESTMENT SERVICES, INC.

CATHOLIC INVESTMENT SERVICES, INC, formally registered with the SEC as CATHOLIC INVESTMENT SERVICES, INC. The firm was established in 04/21/2015. They have over 1 offices throughout the country.

CATHOLIC INVESTMENT SERVICES, INC. is a Boston, Massachusetts based Financial Planning firm with nearly $998,176,453 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	172467
SEC#	801-88187
Assets Managed by Firm	$998,176,453
No. of Clients	6
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$998,176,453
Charitable organizations	Fewer than 5 clients	$40,104,951

More Retirement Planning firms in Boston, Massachusetts:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Boston, Massachusetts

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.