Overview
Assets Under Management: $304 million
Headquarters: ANDOVER, MA
High-Net-Worth Clients: 68
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.95
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 514
Discretionary Accounts: 514
Regulatory Filings
CRD Number: 117593
Last Filing Date: 2024-04-30 00:00:00
Website: https://ccm1997.com