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

651 Orchard St., Suite 204 A, New Bedford, MA 02744

https://www.ccm.investments

By the Numbers

Total Assets Under Management

16

MILLION
Total Number of Accounts

129

ACCOUNTS
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

Showing 1 - 2 of 2 top financial advisors.

Chad C. Mello

CRD#: 5355726

651 Orchard St., Suite 204 A, New Bedford, MA 02744

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.

Andrew R. Sylvia

CRD#: 6700794

651 Orchard St., Suite 204 A, New Bedford, MA 02744

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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