Catholic Investment Services, Inc.
Catholic Investment Services, Inc. (CRD# 172467) is a financial advisory firm headquartered in Boston, MA. They manage $208,978,608 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management209MILLION
Total Number of Accounts1ACCOUNTS
Average Account Value$208,978,608
- A percentage of assets under your management
- Portfolio management for pooled investment vehicles (other than investment companies)