CATHOLIC FINANCIAL SERVICES CORPORATION
Legal name: CATHOLIC FINANCIAL SERVICES CORP
CRD #37185 SEC #801-56187 MILWAUKEE, WI 414-278-6550
SEC Registered Broker-Dealer
Total AUM
$62.6M
Discretionary
$62.6M
Employees
5
Clients
0
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2007 | $62.6M | $62.6M | $0 | 5 | -- |
| Feb 2006 | $56M | $56M | $0 | 5 | -- |
| Feb 2006 | $56M | $56M | $0 | 5 | -- |
| Nov 2001 | $28.8M | $28.8M | $0 | 10 | -- |
| Sep 2001 | $28.8M | $28.8M | $0 | 10 | -- |
DateFeb 2007
Total AUM$62.6M
Discretionary$62.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees5
Clients--
DateNov 2001
Total AUM$28.8M
Discretionary$28.8M
Non-Disc.$0
Employees10
Clients--
DateSep 2001
Total AUM$28.8M
Discretionary$28.8M
Non-Disc.$0
Employees10
Clients--