Overview
Assets Under Management: $225 million
Headquarters: SHELTON, CT
High-Net-Worth Clients: 60
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.17
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 250
Discretionary Accounts: 250
Regulatory Filings
CRD Number: 310378
Last Filing Date: 2025-02-04 00:00:00
Website: https://constitutioncc.com