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 |
---|---|---|---|
$217,399,324,981 | 269686 | 1428 | |
$107,102,338,153 | 57121 | 550 | |
$81,106,925,484 | 132567 | 1498 | |
$27,082,623,332 | 277294 | 578 | |
$24,362,866,552 | 30635 | 353 |
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