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CONSTELLATION WEALTH ADVISORS
CINCINNATI, OH
513-871-5500
SEC #801-69216Total AUM
$5.4B
Employees
26Clients
417Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
255 EAST FIFTH ST.
SUITE 3000
CINCINNATI
OH 45202
United States
SUITE 3000
CINCINNATI
OH 45202
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
513-871-5500
Other Offices
1
Financials
Total AUM
$5.4B
Accounts
2,095Discretionary
$5.3B
Accounts
2,038Non-Discretionary
$52.1M
Accounts
57
Clients
Individual Clients
47AUM
$11.1M
HNW Individual Clients
356AUM
$4.2B
Pooled Vehicle Clients
4AUM
$1.2B
Charitable Organization Clients
4AUM
$24.2M
Corporation or Business Clients
6AUM
$16.7M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-BasedCharges Subscription Fee
Compliance
Disclosures
None reported
State Registrations
CAFLKYOHTN
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.