300 Brickstone Square
Suite 700
Andover, Massachusetts 01810
Tel: 978-749-9600
CONSTITUTION CAPITAL EQUITY PARTNERS LP, formally registered with the SEC as CONSTITUTION CAPITAL EQUITY PARTNERS LP. The firm was established in 06/03/2008. They have over 2 offices throughout the country.
CONSTITUTION CAPITAL EQUITY PARTNERS LP is a Andover, Massachusetts based Financial Planning firm with nearly $4,698,278,354 assets under management, offering retirement planning & investment advisory services to 28 clients. The firm is staffed with 63 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 147248 |
| SEC# | 801-69249 |
| Assets Managed by Firm | $4,698,278,354 |
| No. of Clients | 28 |
| No. of Advisors | 63 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 28 | $4,698,278,354 |
| Pension and profit sharing plans | Fewer than 5 clients | $429,383,437 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
| $1,062,795,395,069 | 172 | 161 | |
| $1,014,331,002,469 | 246 | 243 | |
| $824,740,096,815 | 1965880 | 269 |
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