← Tributary

CCG ASSET MANAGEMENT, LLC

JACKSON, MS · CRD 166361 · IAPD ↗ · 769-257-5039

$577.2MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
3States
1Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

53
April 2024 — CCG ASSET MANAGEMENT, LLC (JACKSON, MS) left the SEC roster (was $577.2M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.