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Building 2CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT

Map pinSHELTON, CT
Phone(475) 269-3200
NotebookSEC #801-119493
Total AUM
$241.3M
Employees
6
Clients
182

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 TRAP FALLS ROAD
SUITE 504
SHELTON
CT 06484
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
(475) 269-3200

ReceiptFinancials

Total AUM
$241.3M
Accounts
268
Discretionary
$241.3M
Accounts
268
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
126
AUM
$21.4M
HNW Individual Clients
54
AUM
$217.2M
Charitable Organization Clients
1
AUM
$1.6M
Corporation or Business Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANHNY

HandshakeAffiliates

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

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