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Catherine M Reese

EIF MANAGEMENT, LLC·NEEDHAM, Massachusetts
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THREE CHARLES RIVER PLACE, NEEDHAM, MA 02494-2708CRD# 6169225Firm CRD# 156751
01

About

Catherine M Reese is a registered financial advisor based in NEEDHAM, Massachusetts, affiliated with EIF MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ARES EIF MANAGEMENT, LLC
ARES EIF MANAGEMENT, LLC
AUM
$3.9B
Regulatory assets under management
Employees
33
Total firm employees
View all advisors at ARES EIF MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6169225
Firm CRD# 156751
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Catherine M Reese offer?
Catherine M Reese specializes in Retirement Planning. Contact their office in NEEDHAM, Massachusetts for a consultation.
What are Catherine M Reese's credentials?
Catherine M Reese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catherine M Reese located?
Catherine M Reese is based in NEEDHAM, Massachusetts, working with EIF MANAGEMENT, LLC. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.
How does Catherine M Reese charge for services?
Catherine M Reese's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EIF MANAGEMENT, LLC?
EIF MANAGEMENT, LLC has approximately 33 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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