1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CONSTELLATION ASSET MANAGEMENT, INC.

Map pinFAYETTEVILLE, NY
Phone315 396-8335
NotebookSEC #801-113212
Total AUM
$79.3M
Employees
1
Clients
65

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7030 E. GENESEE STREET
SUITE 211
FAYETTEVILLE
NY 13066-1126
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
315 396-8335
Other Offices
1

ReceiptFinancials

Total AUM
$79.3M
Accounts
169
Discretionary
$79.3M
Accounts
169
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
42
AUM
$13.8M
HNW Individual Clients
22
AUM
$65.3M
Pension/Profit Sharing Plan Clients
1
AUM
$265.6K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account