|
⚲
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| Constellation Asset Management Inc
✚
| |
|---|---|
| CRD # | 125704 |
| SEC # | 801-113212 |
| CIK # | |
| AUM | $56.4 MM (2024-07-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 315-396-8335 |
| Address | 7030 E Genesee Street Fayetteville, NY 13066-1126 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 13.6 |
| (b) Individuals (high net worth individuals) | 17 | 42.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 153 | 56.4 |
| By Discretionary | ||
| Discretionary | 153 | 56.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 153 | 56.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 56.4 | |
| Total | 153 | 56.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Pegasus Group LLC
✚
|
NY | 0.1 |
|
World Capital Advisors LLC
✚
|
CO | 0.1 |
|
Blue Heron Infrastructure Inc
✚
|
MA | 0.1 |
|
Weigel Fiduciary Asset Management
✚
|
NY | 0.1 |
|
Quint Wealth Management Inc
✚
|
NY | 0.1 |
|
C & C Financial Services Inc
✚
|
NY | 0.1 |
|
Madison Global Advisors LLC
✚
|
NY | 0.1 |
|
Whitwell & Co LLC
✚
|
TX | 0.1 |
|
Leslie Marie Giordano
✚
|
NY | 0.1 |
|
Smart Steps Wealth Management LLC
✚
|
MO | 0.1 |