CONSTELLATION INVESTMENTS, INC.

MONTGOMERY, Ohio·21 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
21
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.

21 registered advisors
Barbara Ann Turner
MONTGOMERY, Ohio
Carlos Fernando Paiva
MONTGOMERY, Ohio
Charles Hunter Jones
MONTGOMERY, Ohio
Christopher Allen Carlson
MONTGOMERY, Ohio
Gary Russell Rodmaker
MONTGOMERY, Ohio
Gregory Svend Nielsen
MONTGOMERY, Ohio
Jed Rudolph Martin
MONTGOMERY, Ohio
Jeffrey Hart Markusson
MONTGOMERY, Ohio
John Keith Dwyer
MONTGOMERY, Ohio
Jonathan Morton Egol
MONTGOMERY, Ohio
Marc Andrew Hargis
MONTGOMERY, Ohio
Marc Ari Bruger
MONTGOMERY, Ohio
Martin Longchamps
MONTGOMERY, Ohio
Megan K Meyer
MONTGOMERY, Ohio
Paul James Gerard
MONTGOMERY, Ohio
Philip Charles Byrde
MONTGOMERY, Ohio
Philippe Francois Charette
MONTGOMERY, Ohio
Robert Todd Brockman
MONTGOMERY, Ohio
Sachin Jain
MONTGOMERY, Ohio
Syed Salman Hasnain
MONTGOMERY, Ohio
William John Hilbert
MONTGOMERY, Ohio
05

Office Locations

MONTGOMERY, Ohio
21 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.