Cco Investment Services Corp. is a large advisory firm based in Dedham. It manages $2.32 billion of regulatory assets for 17,681 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Connecticut, Delaware, Florida, and 10 other states.
Cco Investment Services Corp provides selection of other advisers and participate in wrap fee program. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cco Investment Services Corp. is $2.32 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Cco Investment Services Corp. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mark J Formica has been acting as President since 1 Sep 1995. Diane Patricia Novak joined the executive team most recently as the Chief Compliance Officer.
The principal office where Cco Investment Services Corp. performs its advisory services is located at 770 Legacy Place, Dedham, MA 02026 The mailing address of the firm is 725 Canton Street, Norwood, MA 02062. An additional office of the firm is in Smithfield, RI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 1-800-942-8300 or by fax 877-349-3048. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.