255 East Fifth St.
Suite 3000
Cincinnati, Ohio 45202
Tel: 513-871-5500
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 147253 |
SEC# | 801-69216 |
Assets Managed by Firm | $3,047,335,087 |
No. of Clients | 1975 |
No. of Advisors | 30 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1975 | $3,047,335,087 |
Individuals (other than high net worth individuals) | 162 | $45,805,517 |
High net worth individuals | 234 | $2,568,329,121 |
Pension and profit sharing plans | 3 | $6,146,031 |
Charitable organizations | 4 | $24,328,133 |
Corporations or other businesses | 1 | $4,618,140 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$71,982,699,043 | 134 | 133 | |
$71,037,804,050 | 1405 | 151 | |
$25,371,529,349 | 516 | 48 | |
$24,763,108,831 | 4149 | 129 | |
$23,908,418,539 | 68 | 122 |
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