Founded in 1989, Consolidated Capital Management, LLC (CCM) is an independent, fee-only investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC). The firm provides comprehensive financial planning and investment management services, acting as a fiduciary for its clients. Its clientele includes high-net-worth individuals, families, corporate retirement plans, foundations, and endowments, with a mission to help them achieve their financial goals through personalized and objective advice.

Founded in

United States