CCM Investment Advisers Revenue

Investment Management • Columbia, South Carolina, United States • 11-20 Employees

CCM Investment Advisers revenue & valuation

Annual revenue	$16,700,000
Revenue per employee	$1,518,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$53,500,000
Total funding	No funding

Key Contact at CCM Investment Advisers

Rebecca Rhodes

Regional Marketing Director

Company overview

Headquarters	1201 Main St. Suite 1910, Columbia, SC 29201, US
Phone number	+18032549500
Website	ccminc.com
NAICS	5231
SIC	628
Keywords	Municipal Bonds, Equities, Fixed Income, Financial Planning, Investment Managment, Separately Managed Accounts, Balance Portfolios
Founded	1986
Employees	11-20
Socials

CCM Investment Advisers Email Formats

CCM Investment Advisers uses 1 email format. The most common is {first initial} (e.g., j@ccminc.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@ccminc.com	100%

About CCM Investment Advisers

CCM Investment Advisers is a private, independent Registered Investment Adviser. Founded in 1986 in Columbia, South Carolina, CCM has grown into one of the largest independently-owned RIAs in the Southeast and serves as a trusted financial partner to clients nationwide. CCM provides fiduciary, fee-only Investment Management & Financial Planning services across the full spectrum of investment strategies, including Equity, Balanced, and Fixed Income portfolios. CCM manages over $1.2 billion in discretionary Assets Under Management. CCM’s core philosophy focuses on providing customized investment solutions that consider each client’s unique needs, goals, and risk tolerance, while providing a level of high-touch personalized service that is increasingly rare. We specialize in partnering with High-Net-Worth Individuals, Pension and Profit-Sharing Plans, Municipal & Government Entities, and Non-Profit Organizations.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Vice President

Director

Funding Data

CCM Investment Advisers has never raised funding before.

CCM Investment Advisers Tech Stack

Discover the technologies and tools that power CCM Investment Advisers's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

reCAPTCHA

Security

Gravity Forms

Form builders

Swiper

JavaScript libraries

lit-element

JavaScript libraries

Google Maps

Maps

lit-html

JavaScript libraries

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

HSTS

Security

WordPress

Blogs

Frequently asked questions

CCM Investment Advisers is located in Columbia, South Carolina, US.

You can reach CCM Investment Advisers at +18032549500.

CCM Investment Advisers generates an estimated annual revenue of $16,693,862. This revenue figure reflects the company's market position and business performance in its industry.

CCM Investment Advisers has an estimated valuation of $53,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

CCM Investment Advisers was founded in 1986, making it 40 years old. The company has established itself as a significant player in its industry over this time.

CCM Investment Advisers has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at CCM Investment Advisers

Rebecca Rhodes

Regional Marketing Director

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