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CONSTELLATION WEALTH ADVISORS

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

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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 4 offices throughout the country.

CONSTELLATION WEALTH ADVISORS is a Cincinnati, Ohio based Financial Planning firm with nearly $3,047,335,087 assets under management, offering retirement planning & investment advisory services to 1975 clients. The firm is staffed with 30 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#147253
SEC#801-69216
Assets Managed by Firm$3,047,335,087
No. of Clients1975
No. of Advisors30

Fee Structure

  • A Percentage of AUM
  • Subscription Fees
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total1975$3,047,335,087
Individuals (other than high net worth individuals)162$45,805,517
High net worth individuals234$2,568,329,121
Pension and profit sharing plans3$6,146,031
Charitable organizations4$24,328,133
Corporations or other businesses1$4,618,140

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