CONSTELLATION INVESTMENTS, INC.

MONTGOMERY, Ohio·4 registered advisors·CRD# 107528
SEC# 801-513960513-794-6100
01

Firm Overview

AUM
$11.7B
Regulatory assets under management
Employees
21
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Selection of other advisers
Compensation
Percentage of AUM
Other: REIMBURSED EXPENSES AND PAID ACTUAL COSTS
03

Specialties

Investment ManagementWealth Management
04

Advisors at CONSTELLATION INVESTMENTS, INC.

4 registered advisors
Barbara Ann Turner
MONTGOMERY, Ohio
John Keith Dwyer
MONTGOMERY, Ohio
Marc Ari Bruger
MONTGOMERY, Ohio
William John Hilbert
MONTGOMERY, Ohio
05

Office Locations

MONTGOMERY, Ohio
4 advisors

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Data sourced from SEC Form ADV filings. CONSTELLATION INVESTMENTS, INC. (CRD# 107528) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.