Overview
Assets Under Management: $113 million
Headquarters: AKRON, OH
High-Net-Worth Clients: 28
Average Client Assets: $3.5 million
Frequently Asked Questions
CCI FINANCIAL GROUP INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111725), CCI FINANCIAL GROUP INC is subject to fiduciary duty under federal law.
CCI FINANCIAL GROUP INC is headquartered in AKRON, OH.
CCI FINANCIAL GROUP INC serves 28 high-net-worth clients according to their SEC filing dated January 04, 2018. View client details ↓
According to their SEC Form ADV, CCI FINANCIAL GROUP INC offers financial planning and portfolio management for individuals. View all service details ↓
CCI FINANCIAL GROUP INC manages $113 million in client assets according to their SEC filing dated January 04, 2018.
According to their SEC Form ADV, CCI FINANCIAL GROUP INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.10%
Average Client Assets: $3.5 million
Total Client Accounts: 65
Discretionary Accounts: 59
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 111725
Filing ID: 1160731
Last Filing Date: 2018-01-04 12:13:00