Ccm Investment Management, LLC
Ccm Investment Management, LLC (CRD# 290483) is a financial advisory firm headquartered in New Bedford, MA. They manage $15,892,227 in 129 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Ccm Investment Management, LLC
By the Numbers
-
Total Assets Under Management16MILLION
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Total Number of Accounts129ACCOUNTS
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Average Account Value$123,196
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, RI
Financial Advisors at Ccm Investment Management, LLC
1
Chad Mello (CRD# 5355726) is an Investment Advisor Representative working at Ccm Investment Management, LLC in New Bedford, MA and has over 15 years of experience in the finance industry.
2
Andrew Sylvia (CRD# 6700794) is an Investment Advisor Representative working at Ccm Investment Management, LLC in New Bedford, MA and has over 7 years of experience in the finance industry.
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