Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Lincoln, NE, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
500
Avg Client Age
60
Overview

Investment Advisory and Consulting Services are provided by Capital Consulting and Asset Management.

Capital Consulting and Asset Management, Inc. ("CCAM"), a Registered Investment Adviser ("RIA"),
serves the investment and capital needs of individual, corporate and institutional clients.
As an independent RIA, CCAM provides consulting and financial planning, portfolio manager evaluation and monitoring services and manages client portfolios.
CCAM is registered with the Securities and Exchange Commission pursuant to the Investment Advisors Act of 1940.
CCAM is not affiliated with the money managers, mutual funds, banks or insurance companies it recommends.
With no proprietary products, CCAM’s goal is to provide conflict free advice and support of its strategic alliances and client partner relationships.

Securities offered through Geneos Wealth Management, Inc., member of FINRA/SIPC.
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