2 Trap Falls Road
Suite 504
Shelton, Connecticut 06484
Tel: (475) 269-3200
CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT, formally registered with the SEC as CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT. The firm was established in 09/18/2020. They have over 1 offices throughout the country.
CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT is a Shelton, Connecticut based Financial Planning firm with nearly $224,853,594 assets under management, offering retirement planning & investment advisory services to 250 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 310378 |
SEC# | 801-119493 |
Assets Managed by Firm | $224,853,594 |
No. of Clients | 250 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 250 | $224,853,594 |
Individuals (other than high net worth individuals) | 70 | $10,712,717 |
High net worth individuals | 60 | $211,752,756 |
Charitable organizations | Fewer than 5 clients | $1,179,121 |
Corporations or other businesses | Fewer than 5 clients | $1,209,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$172,101,281,944 | 15 | 2872 | |
$171,751,270,410 | 133 | 1196 | |
$132,541,536,421 | 294 | 573 | |
$110,207,824,026 | 170 | 296 | |
$107,251,821,000 | 4 | 524 |
Explore More Retirement Advisors in Shelton, Connecticut