National Retirement Planning Experts

National Coverage
Local Professionals

Home > Retirement Planners > connecticut > shelton > CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT

CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT

2 Trap Falls Road
Suite 504
Shelton, Connecticut 06484
Tel: (475) 269-3200

Need a Financial Advisor?
Compare Vetted Advisors

About CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT

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.

Firm Information

SEC Current StatusApproved
Firm CRD#310378
SEC#801-119493
Assets Managed by Firm$224,853,594
No. of Clients250
No. of Advisors6

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total250$224,853,594
Individuals (other than high net worth individuals)70$10,712,717
High net worth individuals60$211,752,756
Charitable organizationsFewer than 5 clients$1,179,121
Corporations or other businessesFewer than 5 clients$1,209,000

More Retirement Planning firms in Shelton, Connecticut:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
POINT72 ASSET MANAGEMENT, L.P.
72 Cummings Point Road
Stamford, CT, 06902-7912
$172,101,281,944152872
BRIDGEWATER ASSOCIATES, LP
One Nyala Farms Road
Westport, CT, 06880
$171,751,270,4101331196
AQR CAPITAL MANAGEMENT, LLC
One Greenwich Plaza Suite 130, 3rd Floor
Greenwich, CT, 06830
$132,541,536,421294573
HARTFORD INVESTMENT MANAGEMENT COMPANY
One Hartford Plaza
Hartford, CT, 06155
$110,207,824,026170296
VERITION FUND MANAGEMENT LLC
One American Lane
Greenwich, CT, 06831-9998
$107,251,821,0004524

Explore More Retirement Advisors in Shelton, Connecticut