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Building 2CONSTELLATION WEALTH ADVISORS LLC

Map pinNEW YORK, NY
Phone212-697-2500
NotebookSEC #801-67762
Total AUM
$6.2B
Employees
35
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
505 FIFTH AVE
19TH FLOOR
NEW YORK
NY 10017-3808
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
212-697-2500

ReceiptFinancials

Total AUM
$6.2B
Accounts
4,576
Discretionary
$4.3B
Accounts
2,839
Non-Discretionary
$1.9B
Accounts
1,737

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
ASSET ADVISORY SERVICES
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCDEFLGAIDILLAMAMDMIMNMOMTNCNHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWA

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

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