CCM Partners Revenue, Growth & Competitor Profile

Company Profile & Annual Report for CCM Partners

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CCM Partners Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52312 Securities Brokerage
Additional NAICS Codes	52392 Portfolio Management
Address	1875 Lawrence Street, Suite 300 Denver, CO 80202

Note: Revenues for privately held companies are statistical evaluations.


CCM Partners's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • CCM Partners's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • CCM Partners is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

CCM Partners Annual Revenue and Growth Rate

CCM Partners	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$10 - $100 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: CCM Partners's revenues are gauged from an analysis of company filings.

CCM Partners's Income Statement (based on Industry Averages)

CCM Partners P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that CCM Partners is developing and marketing. CCM Partners doesn't have any recent trademark applications, indicating CCM Partners is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
SHELTON Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Investment management; Investment of funds; Investment of funds for others	08/05/2015
S SHELTON Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Investment management; Investment of funds; Investment of funds for others	08/05/2015

See all trademarks and details in the Full Report.

Market Share of CCM Partners's Largest Competitors

A competitive analysis shows these companies are in the same general field as CCM Partners, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to CCM Partners. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
PUBLIC TRUST ADVISORS	Denver, CO	100
CLASS VI PARTNERS	Denver, CO	68
CCM PARTNERS	Denver, CO	48
CAMBIAR INVESTORS	Denver, CO	42
BERENICES LLC.	Denver, CO	41
PETRIE PARTNERS	Denver, CO	39

Future Competition: CCM Partners's Fastest Growing Competitors

These companies are in the same general field as CCM Partners and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)