Christian Brothers Investment Services, Inc
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Overview
Christian Brothers Investment Services, Inc is a financial advisory company that has its headquarters in Chicago, Illinois. Christian Brothers Investment Services, Inc administers $9.2 billion in assets over 13 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management (AUM). It has a small group, including 8 financial advisors. Christian Brothers Investment Services, Inc does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as equities, options and bonds.
Christian Brothers Investment Services, Inc administers all of the firm's accounts in a discretionary manner. Discretionary management is a structure in which transaction judgments are made by a portfolio manager without requiring client authorization. Christian Brothers Investment Services, Inc's average account size is $704.6 million. The average advisor at Christian Brothers Investment Services, Inc administers about two client accounts, making it one of the most personalized financial advisor firms in the country.
The firm's central office is located at 125 South Wacker Drive, Chicago, Illinois 60606. The company is registered to serve clients throughout a number of states, including California, Illinois, Nebraska and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Christian Brothers Investment Services, Inc by the Numbers
$9.2 billion
32
13
$704.6 million
Fee Structure
Fees for financial management depend on the services provided. Fee types billed by Christian Brothers Investment Services, Inc likely are comprised of the following fee types: asset-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Christian Brothers Investment Services, Inc.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The company works with investment companies, pooled investment vehicles and charitable organizations. Out of its 13 clients, Christian Brothers Investment Services, Inc's biggest client type is charitable organizations. Just 8% of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 15.38%
- Charitable Organizations - 84.62%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Christian Brothers Investment Services, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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