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CONSTELLATION INVESTMENTS, INC.
CRD 107528 · SEC 801-51396
ONE FINANCIAL WAY, MONTGOMERY, OH, 45242, United States
Phone
513-794-6100
Fax
513-794-4506
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$31.48B
Discretionary AUM
$31.48B
Team
45 total employees; 8 advisory reps
Clients
—
Fees
Percentage of AUM; REIMBURSED EXPENSES AND PAID ACTUAL COSTS
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $12.30B |
| Pooled investment vehicles | 4 | $494.2M |
| Corporations/business entities | 9 | $4.32B |
States served
OH
All web addresses on file
Official SEC filing: View on IAPD