300 Brickstone Square
Suite 700
Andover, Massachusetts 01810
Tel: 978-749-9600
CONSTITUTION CAPITAL PM, L P, formally registered with the SEC as CONSTITUTION CAPITAL PM, L P. The firm was established in 06/23/2022. They have over 2 offices throughout the country.
CONSTITUTION CAPITAL PM, L. P. is a Andover, Massachusetts based Financial Planning firm with nearly $672,071,176 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 62 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 319678 |
SEC# | 801-125940 |
Assets Managed by Firm | $672,071,176 |
No. of Clients | 1 |
No. of Advisors | 62 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1 | $672,071,176 |
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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