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CONSTELLATION ASSET MANAGEMENT, INC.
CRD 125704 · SEC 801-113212
7030 E. GENESEE STREET, SUITE 211, FAYETTEVILLE, NY, 13066-1126, United States
Phone
315 396-8335
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$79.3M
Discretionary AUM
$79.3M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $13.8M |
| High net worth individuals | 22 | $65.3M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD