Overview
Assets Under Management: $138 million
Headquarters: PALATINE, IL
High-Net-Worth Clients: 48
Average Client Assets: $2.2 million
Frequently Asked Questions
CCP, 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 #109692), CCP, INC is subject to fiduciary duty under federal law.
CCP, INC is headquartered in PALATINE, IL.
CCP, INC serves 48 high-net-worth clients according to their SEC filing dated March 26, 2018. View client details ↓
According to their SEC Form ADV, CCP, INC offers financial planning and portfolio management for individuals. View all service details ↓
CCP, INC manages $138 million in client assets according to their SEC filing dated March 26, 2018.
According to their SEC Form ADV, CCP, 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: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.73%
Average Client Assets: $2.2 million
Total Client Accounts: 315
Discretionary Accounts: 315
Regulatory Filings
CRD Number: 109692
Filing ID: 1194726
Last Filing Date: 2018-03-26 10:45:00