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Home > Retirement Planners > new york > fayetteville > CONSTELLATION ASSET MANAGEMENT, INC.
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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