CONSTELLATION WEALTH ADVISORS - Financial Advisor in Ohio, Cincinnati

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

About CONSTELLATION WEALTH ADVISORS

CONSTELLATION WEALTH ADVISORS is a Cincinnati, Ohio based financial advisory firm with nearly $3,900,159,084 in assets under management and provides investment advisory services for 2231 clients. There are currently 31 financial advisors at the firm.

General Information

Firm CRD#:

147253

Firm SEC#:

801-69216

Assets Under Management:

$3,900,159,084

No. of Clients:

2231

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Subscription fees, Fixed fees, Performance Based

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