CONSTELLATION INVESTMENTS, INC.

One Financial Way
Montgomery, Ohio 45242
Tel: 513-794-6100

About CONSTELLATION INVESTMENTS, INC.

CONSTELLATION INVESTMENTS, INC, formally registered with the SEC as CONSTELLATION INVESTMENTS, INC. The firm was established in 04/02/1996. They have over 1 offices throughout the country.

CONSTELLATION INVESTMENTS, INC. is a Montgomery, Ohio based Financial Planning firm with nearly $11,745,374,185 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107528
SEC#	801-51396
Assets Managed by Firm	$11,745,374,185
No. of Clients	2
No. of Advisors	21

Fee Structure

A percentage of AUM
Other (REIMBURSED EXPENSES AND PAID ACTUAL COSTS)

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$11,745,374,185

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