CCR Wealth Management

Finance · Massachusetts, United States · 51-200 Employees

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Overview

Headquarters

1800 W Park Dr Ste 150, Westborough, Mas...

Phone Number

(508) 475-3880

Revenue

$27.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
2
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About CCR Wealth Management

CCR Wealth Management is an independent financial planning and investment advisory firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations, and institutions. The company's team acts as personal advisors, empowering the company's clients with long-term wealth strategies, individualized financial plans, and strategic investment management solutions to help them achieve their lifelong goals.Explore more
CCR Wealth Management's Social MediaPopular SearchesCcr Wealth Management LLCCCR Wealth ManagementCCR Wealth Management - HomeCCR Wealth MgmtCcrSIC Code 62,628NAICS Code 52,523Show more

CCR Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CCR Wealth Management

$27.3M
51-200
Private
-
1998
$41.5M
51-200
Private
<$5M
2001
$9.4M
51-200
Private
-
1988
CD
Clint Dunn CfpaPartner and Chief Compliance Officer
$8.6M
11-50
Private
<$5M
1981
$6M
51-200
Private
-
2007
JS
Jacky SchonManaging Director
<$5M
11-50
Private
<$5M
1997
AJ
Anika JonesGeneral Counsel & Chief Compliance Officer
<$5M
11-50
Private
<$5M
1949
BB
Brian BruceVice President
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Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

CCR Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CCR Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CCR Wealth Management.

CCR Wealth Management Tech Stack

A closer look at the technologies used by CCR Wealth Management

CCR Wealth Management News & Media

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Frequently Asked Questions Regarding CCR Wealth Management

What is CCR Wealth Management's official website?
CCR Wealth Management's official website is www.ccrwealth.com
What is CCR Wealth Management's Revenue?
CCR Wealth Management's revenue is $27.3 Million
What is CCR Wealth Management's SIC code?
CCR Wealth Management's SIC: 62,628
What is CCR Wealth Management's NAICS code?
CCR Wealth Management's NAICS: 52,523
How many employees does CCR Wealth Management have?
CCR Wealth Management has 51-200 employees
What industry does CCR Wealth Management belong to?
CCR Wealth Management is in the industry of: Finance, Securities Trading
What is CCR Wealth Management competition?
CCR Wealth Management top competitors include: Braver Technology Solutions, Beaird Harris, Capitol Financial Solutions, The Kelly Group
What technology does CCR Wealth Management use?
Some of the popular technologies that CCR Wealth Management uses are: WordPress.org, reCAPTCHA, PHP, AppRiver
How do I contact CCR Wealth Management?
CCR Wealth Management contact info: Phone number: (508) 475-3880 Website: www.ccrwealth.com
What does CCR Wealth Management do?

CCR Wealth Management is an independent financial planning and investment advisory firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations, and institutions. The company's team acts as personal advisors, empowering the company's clients with long-term wealth s... trategies, individualized financial plans, and strategic investment management solutions to help them achieve their lifelong goals.Read More

What are CCR Wealth Management social media links?
CCR Wealth Management Linkedin page CCR Wealth Management Twitter page CCR Wealth Management Facebook page
Is CCR Wealth Management a public company?
CCR Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about CCR Wealth Management

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