Unclaimed Profile

Catherine M Reese

EIF MANAGEMENT, LLC·NEEDHAM, Massachusetts

Clean recordEIF MANAGEMENT, LLC

THREE CHARLES RIVER PLACE, NEEDHAM, MA 02494-2708CRD# 6169225Firm CRD# 156751

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Catherine M Reese · NEEDHAM, MA

Registration

CRD #6169225 · EIF MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ARES EIF MANAGEMENT, LLC

AUM

$3.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ARES EIF MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6169225

Firm CRD# 156751

View on FINRA BrokerCheck →

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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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