CONSTELLATION WEALTH ADVISORS

Tel: 513-871-5500 255 East Fifth St. Suite 3000 Cincinnati, Ohio 45202

About CONSTELLATION WEALTH ADVISORS

CONSTELLATION WEALTH ADVISORS is a Cincinnati, Ohio based financial advisory firm with nearly $3,900,159,084 in assets under management and provides investment advisory services for 2231 clients. There are currently 31 financial advisors at the firm.

General Information

Firm CRD#:

147253

Firm SEC#:

801-69216

Assets Under Management:

$3,900,159,084

No. of Clients:

2231

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Publication of periodicals and newsletters, Education seminars/workshops

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