Catholic Investment Services, Inc.

Catholic Investment Services, Inc. (CRD# 172467) is a financial advisory firm headquartered in Boston, MA. They manage $998,176,453 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
200 State Street, 13th Floor, Boston, MA 02109
http://www.catholicinvest.org
By the Numbers
  • Total Assets Under Management
    998
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $166,362,742
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Catholic Investment Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jeremy Taylor, financial advisor Boston MA
Jeremy A. Taylor
CRD#: 5236055
200 State Street, 13th Floor, Boston, MA 02109

Jeremy Taylor (CRD# 5236055) is an Investment Advisor Representative working at Catholic Investment Services, Inc. in Boston, MA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals