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CCI Westcap

2300 SW First Ave. #200
Portland, Oregon 97201
United States
 
Contact :      Ms. Connie Kristensen
Phone :       (503) 241-1200
Fax :             (503) 241-0207
Email :         ckristen@capitalconsutantsinc.com
Web :           http://

CCI Westcap Information

Type of organization :
Total Assets Managed ($Mil) : $959
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1987
Wrap Programs Offered? : No
# of Accounts Managed : 8
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

CCI Westcap History


Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

CCI Westcap Personnel

CCI Westcap Product Name

Report Created: January,21 2020.  Copyright Money Manager Review , All rights Reserved.
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