Overview
Assets Under Management: $1.5 billion
Headquarters: HOFFMAN ESTATES, IL
High-Net-Worth Clients: 267
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 267
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.16
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,653
Discretionary Accounts: 2,576
Non-Discretionary Accounts: 77
Regulatory Filings
CRD Number: 139886
Filing ID: 1965995
Last Filing Date: 2025-03-28 16:21:00
Website: https://ccpwealth.com