CONSTELLATION WEALTH ADVISORS

255 East Fifth St.
Suite 3000
Cincinnati, Ohio 45202
Tel: 513-871-5500

About CONSTELLATION WEALTH ADVISORS

CONSTELLATION WEALTH ADVISORS, formally registered with the SEC as CONSTELLATION WEALTH ADVISORS. The firm was established in 05/28/2008. They have over 3 offices throughout the country.

CONSTELLATION WEALTH ADVISORS is a Cincinnati, Ohio based Financial Planning firm with nearly $3,900,159,084 assets under management, offering retirement planning & investment advisory services to 2231 clients. The firm is staffed with 31 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147253
SEC#	801-69216
Assets Managed by Firm	$3,900,159,084
No. of Clients	2231
No. of Advisors	31

Fee Structure

A percentage of AUM
Subscription fees
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2231	$3,900,159,084
Individuals (other than high net worth individuals)	150	$55,553,273
High net worth individuals	277	$3,219,880,955
Pension and profit sharing plans	1	$3,552,701
Charitable organizations	4	$24,933,258
Corporations or other businesses	3	$16,742,076

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FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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