RIA Intel›Advisers›Wisconsin›CATHOLIC FINANCIAL SERVICES CORPORATION

CATHOLIC FINANCIAL SERVICES CORPORATION

Advisory

MILWAUKEE, WI

Data as of Feb 8, 2007 · Source: SEC Form ADV

Total AUM
$63M
1-Year AUM Growth
+11.8%
3-Year CAGR
+31.0%
Employees
0
Assets Under Management
Total AUM$63M
Discretionary AUM$63M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record17
First FilingMar 23, 2001
Latest FilingFeb 8, 2007
🔒 Full AUM trend chart and 17 historical filings spanning 6+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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