CONSTELLATION ASSET MANAGEMENT, INC.
  • CONSTELLATION ASSET MANAGEMENT, INC.

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Adviser Profile

As of Date 02/17/2026
Registration SEC, Approved, 05/07/2018
Other registrations (1)
ADV Location FAYETTEVILLE, NY, United States
Contact Info 315 xxxxxxx
Websites
AUM* 79,293,570 41%
of that, discretionary 79,293,570 41%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 469,193 27%
% High Net Worth 33.85% 17%
SMA’s Yes
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

79M 68M 57M 45M 34M 23M 11M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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