CCR WEALTH MANAGEMENT, LLC

WESTBOROUGH, Massachusetts·2 registered advisors·CRD# 116442

SEC# 801-60657508-475-3880

01

Firm Overview

AUM

$7M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Compensation

Percentage of AUM

Hourly charges

Commissions

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at CCR WEALTH MANAGEMENT, LLC

2 registered advisors

David Aaron Borden

WESTBOROUGH, Massachusetts

WESTBOROUGH, Massachusetts

05

Office Locations

WESTBOROUGH, Massachusetts

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Data sourced from SEC Form ADV filings. CCR WEALTH MANAGEMENT, LLC (CRD# 116442) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.