CCR Wealth Management Revenue, Growth & Competitor Profile

Company Profile & Annual Report for CCR Wealth Management

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CCR Wealth Management Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	1800 West Park Drive Suite 150 Westborough, MA 01581

Note: Revenues for privately held companies are statistical evaluations.


CCR Wealth Management's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • CCR Wealth Management's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • CCR Wealth Management is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

CCR Wealth Management Annual Revenue and Growth Rate

CCR Wealth Management	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: CCR Wealth Management's revenues are gauged from an analysis of company filings.

CCR Wealth Management's Income Statement (based on Industry Averages)

CCR Wealth Management 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 CCR Wealth Management is developing and marketing. CCR Wealth Management doesn't have any recent trademark applications, indicating CCR Wealth Management 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
CCR WEALTH MANAGEMENT Financial consultancy; Financial consultancy and insurance consultancy; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial advisory and consultancy services; Financial planning consultation; Financial retirement plan consulting services; Financial risk management consultation; Investment management; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Financial administration of retirement plans; Insurance and financial information and consultancy services; Providing information in the field of employee financial benefit plans	05/31/2022
CORRUM Financial advisory and consultancy services; Financial asset management; Financial management; Financial planning	01/08/2013
CCR Financial advisory and consultancy services; Financial asset management; Financial management; Financial planning	01/08/2013

See all trademarks and details in the Full Report.

Market Share of CCR Wealth Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as CCR Wealth Management, 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)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
GRIMES	Westborough, MA	100
CCR WEALTH MANAGEMENT	Westborough, MA	90
FINANCIAL FOUNDATIONS	Westborough, MA	29
BOSTON HARBOR WEALTH ADVISORS	Westborough, MA	21
JAMES N. BALL	Westborough, MA	16
CADENCE WEALTH MANAGEMENT	Westborough, MA	14

Future Competition: CCR Wealth Management's Fastest Growing Competitors

These companies are in the same general field as CCR Wealth Management 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)