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

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