Assets Under Management
$122.3M
Number of Clients
560
Number of Advisors
17
Average Client AUM
$218K
AUM per Advisor
$7.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
CCMA provides investment advisory services, managing portfolios for various clients. They offer comprehensive financial planning for complex estate, insurance, and tax planning. They also utilize third-party managers and have referral agreements with AssetMark.
4722 Main Street, Lisle, IL, 60532