CCP, INC
Total AUM
$142.2M
Employees
4Clients
88Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4801 EMERSON AVE
SUITE 106
PALATINE
IL 60067
United States
SUITE 106
PALATINE
IL 60067
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
847-303-1220
Financials
Total AUM
$142.2M
Accounts
287Discretionary
$142.2M
Accounts
287Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
41AUM
$35M
HNW Individual Clients
46AUM
$105.2M
Charitable Organization Clients
1AUM
$2M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
MINIMUM FEE IN CONTRACT
Compliance
Disclosures
None reported
State Registrations
FLIL
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.