Overview
Assets Under Management: $267 million
Headquarters: MAITLAND, FL
High-Net-Worth Clients: 89
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.62
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 420
Non-Discretionary Accounts: 420
Regulatory Filings
CRD Number: 143516
Last Filing Date: 2025-02-25 00:00:00
Website: https://ccawealth.com