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CCM INVESTMENT MANAGEMENT, LLC

CRD 290483

Visit website

651 ORCHARD ST., SUITE 204 A, NEW BEDFORD, MA, 02744, United States

Phone

774-226-8765

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$20.5M

Discretionary AUM

$20.3M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Commissions

Org form

Limited Liability Company

Filing date

2026-03-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)INSURANCE SALES

Client types

TypeClientsAUM
Individuals97$15.3M
High net worth individuals6$4.6M
Corporations/business entities3$613K

All web addresses on file

Official SEC filing: View on IAPD