CCP TRANSITION, LLC

CHARLOTTE, North Carolina·5 registered advisors·CRD# 169989
SEC# 801-79064704-944-8372
01

Firm Overview

AUM
$505M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at CCP TRANSITION, LLC

5 registered advisors
Andrew Chung
CHARLOTTE, North Carolina
Brian Scott Horton
CHARLOTTE, North Carolina
Martin Mung Loon Wai
CHARLOTTE, North Carolina
Noam Lanir
CHARLOTTE, North Carolina
Ron Baron
CHARLOTTE, North Carolina
05

Office Locations

CHARLOTTE, North Carolina
5 advisors

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Data sourced from SEC Form ADV filings. CCP TRANSITION, LLC (CRD# 169989) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.