RIA Intelligence

CCI FINANCIAL GROUP INC

CRD #111725 SEC #801-10846 AKRON, OH 330-864-7030
SEC Registered
Total AUM
$111.8M
Discretionary
$108.3M
Employees
4
Clients
51
Accounts
65

AUM Over Time

DateOct 2018
Total AUM$111.8M
Discretionary$108.3M
Non-Disc.$3.4M
Employees4
Clients0
DateJan 2018
Total AUM$113.5M
Discretionary$110M
Non-Disc.$3.5M
Employees4
Clients0
DateOct 2017
Total AUM$113.5M
Discretionary$110M
Non-Disc.$3.5M
Employees4
Clients0
DateOct 2016
Total AUM$104.2M
Discretionary$100.6M
Non-Disc.$3.5M
Employees4
Clients26
DateOct 2015
Total AUM$110.5M
Discretionary$102.1M
Non-Disc.$8.4M
Employees4
Clients26
DateSep 2014
Total AUM$113M
Discretionary$104M
Non-Disc.$9M
Employees3
Clients26
DateOct 2013
Total AUM$109.5M
Discretionary$101.4M
Non-Disc.$8.2M
Employees3
Clients26
DateOct 2012
Total AUM$102.9M
Discretionary$95M
Non-Disc.$7.8M
Employees1
Clients26
DateMar 2012
Total AUM$106.8M
Discretionary$98.6M
Non-Disc.$8.3M
Employees1
Clients26
DateMar 2011
Total AUM$103.9M
Discretionary$90.1M
Non-Disc.$13.8M
Employees5
Clients--
DateOct 2010
Total AUM$103.9M
Discretionary$90.1M
Non-Disc.$13.8M
Employees5
Clients--
DateOct 2009
Total AUM$92.7M
Discretionary$83M
Non-Disc.$9.7M
Employees5
Clients--
DateOct 2007
Total AUM$120.9M
Discretionary$108.6M
Non-Disc.$12.3M
Employees5
Clients--
DateOct 2005
Total AUM$93.7M
Discretionary$86.9M
Non-Disc.$6.7M
Employees10
Clients--
DateOct 2003
Total AUM$73M
Discretionary$65.7M
Non-Disc.$7.4M
Employees5
Clients--
DateOct 2001
Total AUM$70.6M
Discretionary$64.6M
Non-Disc.$6M
Employees5
Clients--