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Gary Russell Rodmaker

CONSTELLATION INVESTMENTS, INC.·MONTGOMERY, Ohio
Unclaimed Profile
ONE FINANCIAL WAY, MONTGOMERY, OH 45242CRD# 4347649Firm CRD# 107528
01

About

Gary Russell Rodmaker is a registered financial advisor based in MONTGOMERY, Ohio, affiliated with CONSTELLATION INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Institutional Investors
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Firm Overview

Firm
CONSTELLATION INVESTMENTS, INC.
CONSTELLATION INVESTMENTS, INC.
AUM
$11.7B
Regulatory assets under management
Employees
21
Total firm employees
Services
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: REIMBURSED EXPENSES AND PAID ACTUAL COSTS
Regulatory
SEC/IARD CRD# 4347649
Firm CRD# 107528
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gary Russell Rodmaker offer?
Gary Russell Rodmaker specializes in Investment Management, Wealth Management. Contact their office in MONTGOMERY, Ohio for a consultation.
What are Gary Russell Rodmaker's credentials?
Gary Russell Rodmaker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Russell Rodmaker located?
Gary Russell Rodmaker is based in MONTGOMERY, Ohio, working with CONSTELLATION INVESTMENTS, INC.. Their office serves clients in the MONTGOMERY metropolitan area and surrounding communities.
How does Gary Russell Rodmaker charge for services?
Gary Russell Rodmaker's firm is compensated through percentage of aum, other: reimbursed expenses and paid actual costs. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONSTELLATION INVESTMENTS, INC.?
CONSTELLATION INVESTMENTS, INC. has approximately 21 employees and manages $11.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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