CCM INVESTMENT GROUP, LLC

NORTHFIELD, Minnesota·3 registered advisors·CRD# 327915
SEC# 801-1287081507-645-8887
01

Firm Overview

AUM
$869M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at CCM INVESTMENT GROUP, LLC

3 registered advisors
Gregory Alan Carlson
NORTHFIELD, Minnesota
Jeffrey Robert Carlson
NORTHFIELD, Minnesota
Justin Daniel Stets
NORTHFIELD, Minnesota
05

Office Locations

NORTHFIELD, Minnesota
3 advisors

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Data sourced from SEC Form ADV filings. CCM INVESTMENT GROUP, LLC (CRD# 327915) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.