CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT

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

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 Status	Approved
Firm CRD#	310378
SEC#	801-119493
Assets Managed by Firm	$224,853,594
No. of Clients	250
No. of Advisors	6

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 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

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