CCS Transactions, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
44
Avg account
$0

Firm details

Headquarters
Minneapolis, Minnesota
CRD number
149901
Registered since
December 9, 2010

Firm profile

FINTRX

Overview

CCS Transactions, LLC is organized as a limited liability company and is classified as an investment bank. Ownership is held by a combination of a domestic entity and an individual. Public disclosures indicate the firm does not operate as a capital allocator and does not market itself as an active ESG investor. The available data contains minimal detail on CCS Transactions’ specific business lines, advisory activities, fee model, or client segments. The firm is not identified as a multi-state adviser and is not flagged as a pension consultant or related adviser in the materials provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Minneapolis, MN

Hennepin

Location

Minneapolis, MN

Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
150 S 5th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth