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RIA · CRD 125704SEC-Registered

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CONSTELLATION ASSET MANAGEMENT, INC.

CONSTELLATION ASSET MANAGEMENT, INC. was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on...

Overview

CONSTELLATION ASSET MANAGEMENT, INC. was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-02-17, it reported 1 employee; 169 advisory accounts; services including Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses; client categories including High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.

General information

Firm type

Registered Investment Adviser

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