6700 Antioch
Suite 250
Merriam, Kansas 66204
Tel: 913-248-8500
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301887 |
| SEC# | 801-115271 |
| Assets Managed by Firm | $1,253,415 |
| No. of Clients | 2 |
| No. of Advisors | 3 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2 | $1,253,415 |
| Other investment advisers | Fewer than 5 clients | $1,253,415 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $107,102,338,153 | 57121 | 550 | |
| $81,106,925,484 | 132567 | 1498 | |
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $22,544,205,893 | 149 | 56 |
| $15,083,813,669 | 14421 | 68 | |
| $7,212,926,049 | 5032 | 40 |
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