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Last updated: February 23rd, 2020. Data source: SEC filings.
CCM Investment Advisers, federally registered in 1987, is a Registered Investment Advisor (RIA) in 23 state(s) with a licensed staff of 6 advisors. CCM Investment Advisers manages $2.8 billion and provides investment advisory services for 809 clients (1:135 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||11|
|Percentage of Advisors Trusted||100%|
|Average Client Balance||$3,426,143|
|Total AUM||$2.8 billion|
|Advisor / Client Ratio||1:135|
|SEC Filings||View SEC IAPD CRD #105743|
|State(s) Registered||AL, AZ, CO, CT, DC, FL, GA, HI, IN, KY, LA, MA, MT, NV, NY, NC, OH, PA, SC, TN, TX, VA, WA, WI|