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CONSTELLATION WEALTH ADVISORS
Tel: 513-871-5500
255 East Fifth St. Suite 3000
Cincinnati, Ohio 45202
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
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
Fee Structure:
A percentage of AUM, Subscription fees, Fixed fees, Performance Based
Firm CRD#:
147253
SEC#:
801-69216
No. of Clients:
2231
Assets under Management
$3,900,159,084
No. of Advisors:
31
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