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Ccr Financial Services, LLC (Worcester)


Ccr Financial Services, LLC is a large advisory firm based in Worcester. It manages $100 million of regulatory assets for 600 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of New Hampshire.

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Ccr Financial Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ccr Financial Services: assets under management

The assets under management (AUM) of Ccr Financial Services, LLC is $100 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40 million in discretionary accounts and $60 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $200 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $150 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ccr Financial Services, LLC for their services and products based on a percentage of assets under management, hourly charges, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Worcester

The principal office where Ccr Financial Services, LLC performs its advisory services is located at 446 Main St., Worcester, MA 01608, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 508-926-2256 or by fax 508-799-4386. The normal business hours are 8:00am-6:00pm on Monday - Friday. You can find more information about the New York firm at www.ccrweb.com.


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