CCR Wealth Management Revenue and Competitors
Estimated Revenue & Valuation
- CCR Wealth Management's estimated annual revenue is currently $6.9M per year.
- CCR Wealth Management's estimated revenue per employee is $168,000
Employee Data
- CCR Wealth Management has 41 Employees.
- CCR Wealth Management grew their employee count by 37% last year.
CCR Wealth Management's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Chief Investment Officer | Reveal Email/Phone |
2 | Chief Operating Officer | Reveal Email/Phone |
3 | OSJ Branch Manager | Reveal Email/Phone |
4 | Operations Manager | Reveal Email/Phone |
5 | Financial Planning Associate | Reveal Email/Phone |
6 | Financial Consultant | Reveal Email/Phone |
7 | Financial Consultant | Reveal Email/Phone |
8 | Financial Planner | Reveal Email/Phone |
9 | Financial Planning Associate | Reveal Email/Phone |
10 | Financial Planner | Reveal Email/Phone |
CCR Wealth Management Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $38.3M | 166 | 0% | N/A | N/A |
#2 | $121.5M | 463 | 6% | N/A | N/A |
#3 | $4.3M | 29 | 21% | N/A | N/A |
#4 | $13.6M | 72 | 80% | N/A | N/A |
#5 | $7.9M | 47 | -27% | N/A | N/A |
#6 | $7.2M | 43 | 8% | N/A | N/A |
#7 | $48M | 208 | 8% | N/A | N/A |
#8 | $164.9M | 0 | N/A | N/A | N/A |
#9 | $147M | 560 | -5% | N/A | N/A |
#10 | $64.7M | 280 | 3% | N/A | N/A |
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.
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Total Funding
41
Number of Employees
$6.9M
Revenue (est)
37%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in Westborough
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $8.2M | 42 | 14% | N/A |
#2 | $3.4M | 42 | 5% | N/A |
#3 | $4.9M | 42 | 0% | N/A |
#4 | $35M | 43 | 2% | N/A |
#5 | $1.7M | 43 | 8% | N/A |