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Building 2CCI FINANCIAL GROUP INC

Map pinAKRON, OH
Phone330-864-7030
NotebookSEC #801-10846
Total AUM
$111.8M
Employees
4
Clients
65

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1653 MERRIMAN ROAD
SUITE 210
AKRON
OH 44313
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
330-864-7030

ReceiptFinancials

Total AUM
$111.8M
Accounts
65
Discretionary
$108.3M
Accounts
59
Non-Discretionary
$3.4M
Accounts
6

ContactClients

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Individual Clients
37
AUM
$15.5M
HNW Individual Clients
28
AUM
$96.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ACCOUNTING/TAX PLANNING, ESTATE PLANNING, BUSINESS ADVISORY
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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