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CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT

Tel: (475) 269-3200
2 Trap Falls Road
Suite 504
Shelton, Connecticut  06484

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CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT

CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT is a Shelton, Connecticut based financial advisory firm with nearly $224,853,594 in assets under management and provides investment advisory services for 250 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM

Firm CRD#:

310378

SEC#:

801-119493

No. of Clients:

250

Assets under Management

$224,853,594

No. of Advisors:

6

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