Catholic Financial Services Corporation (Milwaukee)

Catholic Financial Services Corporation is a large advisory firm based in Milwaukee. It manages $62.63 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Wisconsin.

Catholic Financial Services Corporation provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Catholic Financial Services Corporation: assets under management

The assets under management (AUM) of Catholic Financial Services Corporation is $62.63 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 117% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $62.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $62.63 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Catholic Financial Services Corporation for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Catholic Financial Services Corporation

Michael Stivoric has been acting as President since 1 Jun 1994. Jeffrey John Bauman joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daniel Joseph Steininger	Chairman, director	1 Jun 1994	Other	xxx-xx-xxxx
Allan Gordon Lorge	Director, president, treasurer	1 Jun 1994	Other	2541928
Russell John Kafka	Director, vice president	1 Jun 1994	Other	xxx-xx-xxxx
Michael Stivoric	Director	1 Jun 1994	Other	xxx-xx-xxxx
Daniel Herbert Strasburg	Vice president, director	1 Jun 1994	Other	xxx-xx-xxxx
Mark Kenneth Forbord	Controller	1 Jun 1994	Other	3054785
Inc. Catholic Knights Financial Services	Shareholder	1 Jun 1994	75% - 100%	39-1796482
Catholic Order Of Foresters	Shareholder	1 Nov 1998	Other	36-0879870
Gregory Allen Temple	Director	1 May 1999	Other	xxx-xx-xxxx
John Franklin Kenawell	Director	1 May 1999	Other	xxx-xx-xxxx
Robert (None) Ciesla	Director	1 May 1999	Other	xxx-xx-xxxx
Joseph Frederic Wreschnig	Vice president, secretary	1 May 1999	Other	xxx-xx-xxxx
Theodore Francis Zimmer	Vice president, director	1 May 1999	Other	xxx-xx-xxxx
David James Hesse	Vice president	1 Jun 1999	Other	2348338
Theodore Francis Zimmer	Vice president, secretary, director	1 Jun 2001	Other	xxx-xx-xxxx
Allen Adel Banoub	Director	1 Oct 2001	Other	xxx-xx-xxxx
William Jarvis Binder	Director	1 Jun 2002	75% - 100%	2378514
Michael John Buelow	Director	1 Apr 2003	75% - 100%	1064163
David Edward Huber	Director	1 Jun 2004	Other	3220586
John Michael Koth	Chief compliance officer	1 Sep 2004	Other	1760032
Jeffrey John Bauman	Vice president	1 Aug 2006	Other	xxx-xx-xxxx

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Catholic Knights	Shareholder	1 Jun 1994	75% - 100%	39-0201015

Based in Milwaukee

The principal office where Catholic Financial Services Corporation performs its advisory services is located at 1100 West Wells Street, Milwaukee, WI 53233, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 414-278-6550 or by fax 414-278-6558. The normal business hours are 8:00 a.m.-4:30 p.m. on Monday - Friday.