CCR Investment Advisers, LLC

Overview

CCR Investment Advisers, LLC is an independent, individual-owned RIA organized as an LLC that provides portfolio management primarily for individuals, families and small businesses, and also serves some institutional clients. Its fee arrangements include both percentage-of-AUM and fixed-fee engagements. The firm is not described as an active ESG investor, it is not a multi-state or newly formed adviser, and it does not identify as a capital allocator or pension consultant. The firm lists an industry affiliation with a banking or thrift institution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices