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CCM NEW OPPORTUNITIES, LLC

6700 Antioch
Suite 250
Merriam, Kansas 66204
Tel: 913-248-8500

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About CCM NEW OPPORTUNITIES, LLC

CCM NEW OPPORTUNITIES, LLC, formally registered with the SEC as CCM NEW OPPORTUNITIES, LLC. The firm was established in 05/13/2019. They have over 1 offices throughout the country.

CCM NEW OPPORTUNITIES, LLC is a Merriam, Kansas based Financial Planning firm with nearly $1,253,415 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#301887
SEC#801-115271
Assets Managed by Firm$1,253,415
No. of Clients2
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total2$1,253,415
Other investment advisersFewer than 5 clients$1,253,415

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