CONSTELLATION ASSET MANAGEMENT, INC.

7030 E. Genesee Street
Suite 211
Fayetteville, New York 13066-1126
Tel: 315 396-8335

About CONSTELLATION ASSET MANAGEMENT, INC.

CONSTELLATION ASSET MANAGEMENT, INC, formally registered with the SEC as CONSTELLATION ASSET MANAGEMENT, INC. The firm was established in 05/07/2018. They have over 2 offices throughout the country.

CONSTELLATION ASSET MANAGEMENT, INC. is a Fayetteville, New York based Financial Planning firm with nearly $56,367,397 assets under management, offering retirement planning & investment advisory services to 153 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125704
SEC#	801-113212
Assets Managed by Firm	$56,367,397
No. of Clients	153
No. of Advisors	1

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	153	$56,367,397
Individuals (other than high net worth individuals)	41	$13,621,941
High net worth individuals	17	$42,370,190
Pension and profit sharing plans	Fewer than 5 clients	$375,266

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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