Collegiate Capital Management, Inc.
Get Full AccessDescription
- Collegiate Capital Management, Inc. (CCM) is an SEC-registered investment adviser that specializes in providing comprehensive portfolio management services to university faculty and staff. Our firm was founded in 1994 and is staffed with highly motivated individuals with educational backgrounds in finance, mathematics, physical sciences and management information systems. Clients benefit from our knowledge of the restrictions and opportunities inherent to university-sponsored retirement plans. CCM is a trusted financial partner with our clients. We pride ourselves on our understanding of the complex relationships between financial and family factors that influence our work, our personal service to our clients, the transparency with which we carry out our responsibilities, and the advanced reporting systems that we make available to clients. We take an inclusive view of portfolio management that incorporates not only issues in the equity and bond markets but also tax, estate planning and other personal financial factors. CCM is not paid by any university vendor, which allows us to work solely in the interest of our clients and without the inherent biases that such an arrangement could impose.
-
Headquarters:214 New Bern Place , Raleigh, North Carolina, United States
More -
Phone Number: +1 800-333-1701
-
Website: https://www.collegiatecapital.com
-
Employees:7
-
Revenue:$1 - 10M
-
Legal Name:Collegiate Capital Management, Inc.
-
Collegiate Capital Management, Inc.'s Social Media
-
Is this data correct?
-
| NAICS Code: 523930 |
Show More
Sell more in less time!
Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!
Frequently Asked Questions regarding Collegiate Capital Management, Inc.
-
Where are Collegiate Capital Management, Inc.'s Headquarters?
Collegiate Capital Management, Inc.'s Headquarters are in 214 New Bern Place ,Raleigh,North Carolina,United States
-
What is Collegiate Capital Management, Inc.'s phone number?
Collegiate Capital Management, Inc.'s phone number is +1 800-333-1701
-
What is Collegiate Capital Management, Inc.'s official website?
Collegiate Capital Management, Inc.'s official website is https://www.collegiatecapital.com
-
What is Collegiate Capital Management, Inc.'s Revenue?
Collegiate Capital Management, Inc.'s revenue is $1 - 10M
-
What is Collegiate Capital Management, Inc.'s NAICS code?
Collegiate Capital Management, Inc.'s NAICS code is 523930
-
How many employees are working in Collegiate Capital Management, Inc.
Collegiate Capital Management, Inc. has 7 employees
-
What is Collegiate Capital Management, Inc.'s Industry?
Collegiate Capital Management, Inc. is in the industry of Financial Services
-
Who is Collegiate Capital Management, Inc.'s President And Chief Compliance Officer?
Collegiate Capital Management, Inc.'s President And Chief Compliance Officer is Tony Sigmon