Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > minnesota > northfield > CCM INVESTMENT GROUP, LLC
CCM INVESTMENT GROUP, LLC
11 Bridge Square
Northfield, Minnesota 55057
Tel: 507-645-8887
About CCM INVESTMENT GROUP, LLC
CCM INVESTMENT GROUP, LLC, formally registered with the SEC as CCM INVESTMENT GROUP, LLC. The firm was established in 09/08/2023. They have over 2 offices throughout the country.
CCM INVESTMENT GROUP, LLC is a Northfield, Minnesota based Financial Planning firm with nearly $868,770,000 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 327915 |
| SEC# | 801-128708 |
| Assets Managed by Firm | $868,770,000 |
| No. of Clients | 1 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $868,770,000 |
More Retirement Planning firms in Northfield, Minnesota:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $479,793,782,427 | 2284921 | 13903 | |
| $176,091,949,959 | 88 | 77 | |
| $137,829,756,000 | 3 | 200 | |
| $121,600,874,152 | 69 | 4167 | |
| $85,511,782,543 | 279 | 102 |
Explore More Retirement Advisors in Northfield, Minnesota