Overview
Assets Under Management: $182 million
Headquarters: LINCOLN, NE
High-Net-Worth Clients: 3
Average Client Assets: $46 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.00
Average High-Net-Worth Client Assets: $46 million
Total Client Accounts: 1,605
Discretionary Accounts: 1,605
Regulatory Filings
CRD Number: 41438
Filing ID: 1999976
Last Filing Date: 2025-06-25 13:48:00
Website: https://ccam.net