Overview
Assets Under Management: $79 million
Headquarters: FAYETTEVILLE, NY
High-Net-Worth Clients: 22
Average Client Assets: $3.0 million
Frequently Asked Questions
CONSTELLATION ASSET MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125704), CONSTELLATION ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
CONSTELLATION ASSET MANAGEMENT, INC. is headquartered in FAYETTEVILLE, NY.
CONSTELLATION ASSET MANAGEMENT, INC. serves 22 high-net-worth clients according to their SEC filing dated February 17, 2026. View client details ↓
According to their SEC Form ADV, CONSTELLATION ASSET MANAGEMENT, INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
CONSTELLATION ASSET MANAGEMENT, INC. manages $79 million in client assets according to their SEC filing dated February 17, 2026.
According to their SEC Form ADV, CONSTELLATION ASSET MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 22
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.30%
Average Client Assets: $3.0 million
Total Client Accounts: 169
Discretionary Accounts: 169
Regulatory Filings
CRD Number: 125704
Filing ID: 2054656
Last Filing Date: 2026-02-17 13:19:08