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CREDIT CAPITAL INVESTMENTS
354 Eisenhower Parkway
Suite 2150 Plaza One
Livingston, New Jersey 07039
Tel: 973-315-3000
About CREDIT CAPITAL INVESTMENTS
CREDIT CAPITAL INVESTMENTS, formally registered with the SEC as CREDIT CAPITAL INVESTMENTS. The firm was established in 03/26/2012. They have over 2 offices throughout the country.
CREDIT CAPITAL INVESTMENTS is a Livingston, New Jersey based Financial Planning firm with nearly $220,004,622 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160537 |
| SEC# | 801-74050 |
| Assets Managed by Firm | $220,004,622 |
| No. of Clients | 20 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 20 | $220,004,622 |
| High net worth individuals | 7 | $57,110,836 |
| Corporations or other businesses | 5 | $2,282,316 |
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