CCR Wealth Management Revenue and Competitors

Boston, MA USA

Location

#4619

Growjo Ranking

Finance

Industry

Estimated Revenue & Valuation

  • CCR Wealth Management's estimated annual revenue is currently $6.9M per year.(i)
  • CCR Wealth Management's estimated revenue per employee is $168,000

Employee Data

  • CCR Wealth Management has 41 Employees.(i)
  • CCR Wealth Management grew their employee count by 37% last year.

CCR Wealth Management's People

NameTitleEmail/Phone
1
Chief Investment OfficerReveal Email/Phone
2
Chief Operating OfficerReveal Email/Phone
3
OSJ Branch ManagerReveal Email/Phone
4
Operations ManagerReveal Email/Phone
5
Financial Planning AssociateReveal Email/Phone
6
Financial ConsultantReveal Email/Phone
7
Financial ConsultantReveal Email/Phone
8
Financial PlannerReveal Email/Phone
9
Financial Planning AssociateReveal Email/Phone
10
Financial PlannerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$38.3M1660%N/AN/A
#2
$121.5M4636%N/AN/A
#3
$4.3M2921%N/AN/A
#4
$13.6M7280%N/AN/A
#5
$7.9M47-27%N/AN/A
#6
$7.2M438%N/AN/A
#7
$48M2088%N/AN/A
#8
$164.9M0N/AN/AN/A
#9
$147M560-5%N/AN/A
#10
$64.7M2803%N/AN/A
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What Is CCR Wealth Management?

CCR is a wealth management firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations and institutions. Our team is your personal advisor, empowering you with long-term wealth strategies, individualized financial plans and strategic investment management solutions to help you achieve both short term and lifelong goals. Securities and Advisory Services offered through Cetera Advisors LLC, Broker Dealer member FINRA, SIPC, and Registered Investment Advisor registered with the SEC. Cetera Advisors LLC and CCR Wealth Management LLC are not affiliated companies.

keywords:N/A

N/A

Total Funding

41

Number of Employees

$6.9M

Revenue (est)

37%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$8.2M4214%N/A
#2
$3.4M425%N/A
#3
$4.9M420%N/A
#4
$35M432%N/A
#5
$1.7M438%N/A