Assets Under Management
$2.1B
Number of Clients
1,193
Number of Advisors
9
Average Client AUM
$1.8M
AUM per Advisor
$232.6M
Compensation
Fee-Only (AUM)
CCM offers separately managed accounts, general asset allocation advice, and retirement cash flow plans. Investments are predominantly in stocks, corporate/municipal bonds, and stock options. CCM also manages the Blue Chip Investor Fund. They do not provide estate, tax, or insurance planning.
575 Anton Blvd, Ste 500, Costa Mesa, CA, 92626-7685