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CCP, INC
CCP, INC
PALATINE, Illinois
·
1 registered advisor
·
CRD# 109692
SEC# 801-55936
0
847-303-1220
01
Firm Overview
AUM
$142M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Other: MINIMUM FEE IN CONTRACT
03
Specialties
Financial Planning
Investment Management
04
Advisors at CCP, INC
1 registered advisor
Alfred Stephen Roberts
PALATINE, Illinois
CRD# 2949885
05
Office Locations
PALATINE, Illinois
1 advisor
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Data sourced from SEC Form ADV filings. CCP, INC (CRD# 109692) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.