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CCF ADVISORS LLC
CRD 141018
21851 CENTER RIDGE ROAD SUITE 404, ROCKY RIVER, OH, 44116, United States
Phone
440-253-2077
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$13.8M
Discretionary AUM
$3.6M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $9.0M |
| High net worth individuals | 4 | $4.8M |
All web addresses on file
Official SEC filing: View on IAPD