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| Constellation Asset Management Inc
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|
|---|---|
| CRD # | 125704 |
| SEC # | 801-113212 |
| CIK # | |
| AUM | $71.4 M (2025-03-14) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 315-396-8335 |
| Address | 7030 E Genesee Street Fayetteville, NY 13066-1126 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 15.4 |
| (b) Individuals (high net worth individuals) | 20 | 54.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 63 | 71.4 |
| By Discretionary | ||
| Discretionary | 63 | 71.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 63 | 71.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 71.4 | |
| Total | 63 | 71.4 |
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|---|---|---|
|
Contego Capital Group Inc
✚
|
MN | 0.1 |
|
Watts Capital Partners LLC
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0.1 | |
|
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L&L Partners Wealth Management LLC
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Schaffer & Company Asset Management Inc
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Oak Crest Advisory LLC
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|
Sound Advisory LLC
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0.1 |