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Building 2CCM INVESTMENT ADVISERS, LLC

Map pinCOLUMBIA, SC
Phone803-254-9500
NotebookSEC #801-29159
Total AUM
$1.5B
Employees
11
Clients
916

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1201 MAIN STREET SUITE 1910
COLUMBIA
SC 29201
United States
Operating Hours
8:30AM-5:30PM
Monday - Friday
Phone
803-254-9500

ReceiptFinancials

Total AUM
$1.5B
Accounts
1,235
Discretionary
$1.5B
Accounts
1,235
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
736
AUM
$257.3M
HNW Individual Clients
137
AUM
$746.5M
Pension/Profit Sharing Plan Clients
7
AUM
$14.7M
Charitable Organization Clients
24
AUM
$258.5M
Government Entity Clients
2
AUM
$223.2M
Corporation or Business Clients
8
AUM
$25.4M
Other Clients
2
AUM
$24M
Description of Other Clients
401 K PENSION PLAN FUNDS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOCTDCFLGAILINKYLAMAMDMIMSMTNCNENHNJNVNYOHPASCTNTXVAWAWI

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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