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Building 2CONSTELLATION INVESTMENTS, INC.

Map pinMONTGOMERY, OH
Phone513-794-6100
NotebookSEC #801-51396
Total AUM
$31.5B
Employees
45
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE FINANCIAL WAY
MONTGOMERY
OH 45242
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
513-794-6100

ReceiptFinancials

Total AUM
$31.5B
Accounts
15
Discretionary
$31.5B
Accounts
15
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$12.3B
Pooled Vehicle Clients
4
AUM
$494.2M
Insurance Company Clients
1
AUM
$14.4B
Corporation or Business Clients
9
AUM
$4.3B

Briefcase businessServices

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Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
REIMBURSED EXPENSES AND PAID ACTUAL COSTS

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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