Steven
Johnson

Ccg Asset Management, LLC

CRD#4570404
Investment Advisor
in Fair Oaks, CA

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About this Advisor

Steven Johnson is a chartered financial analyst based in Fair Oaks, California with 4 years of industry experience. Johnson works at Ccg Asset Management, LLC. Their career trajectory has included roles at Ccg Asset Management, LLC, Mutual Advisors, LLC, Mutual Securities, Inc and Ccg Asset Management. Johnson holds a Series 63 license, which qualifies them as a securities representative, and is approved to work in California and Mississippi. Ccg Asset Management, LLC is an advisory company based out of Jackson, MS. The firm has just three advisors. It oversees $491 million in assets under management across its 30 accounts, making it one of the bigger firms in the country by assets under management. Ccg Asset Management, LLC provides a wide set of services, such as portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors vary depending on the services offered. Fees billed by Ccg Asset Management, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

4 years

Services Offered

Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7361 Robin Rd
Fair Oaks, CA 95628

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Ccg Asset Management, LLC Brokerage Details

Total Assets Under Management

$490,600,611

CA Average: $479,240,389
Total Number of Employees

3

CA Average: 11
Total Number of Accounts

30

CA Average: 582
Average Account Size

$16,353,354

CA Average: $823,437

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Steven Johnson Work History

Steven has been registered as a financial advisor for 4 years.*

2013 - Present (11 years)

Ccg Asset Management, LLC

2013 - Present (11 years)

Mutual Advisors, LLC

2013 - Present (11 years)

Ccg Asset Management

2014 - 2015 (1 year)

Mutual Securities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Steven Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ccg Asset Management, LLC

Steven Johnson
Fair Oaks, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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