Unclaimed Profile

Sachin Jain

CONSTELLATION INVESTMENTS, INC.·MONTGOMERY, Ohio

Clean recordCONSTELLATION INVESTMENTS, INC.

ONE FINANCIAL WAY, MONTGOMERY, OH 45242CRD# 4689685Firm CRD# 107528

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sachin Jain · MONTGOMERY, OH

Registration

CRD #4689685 · CONSTELLATION INVESTMENTS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sachin Jain 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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

CONSTELLATION INVESTMENTS, INC.

AUM

$11.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CONSTELLATION INVESTMENTS, INC. →

Services

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Other: REIMBURSED EXPENSES AND PAID ACTUAL COSTS

Regulatory

SEC/IARD CRD# 4689685

Firm CRD# 107528

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sachin Jain offer?

Sachin Jain specializes in Investment Management, Wealth Management. Contact their office in MONTGOMERY, Ohio for a consultation.

What are Sachin Jain's credentials?

Sachin Jain is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sachin Jain located?

Sachin Jain is based in MONTGOMERY, Ohio, working with CONSTELLATION INVESTMENTS, INC.. Their office serves clients in the MONTGOMERY metropolitan area and surrounding communities.

How does Sachin Jain charge for services?

Sachin Jain'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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