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

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