Constellation Wealth Advisors, OH — Investment Adviser | BuildTrust

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CONSTELLATION WEALTH ADVISORS

Investment AdviceCINCINNATI, OH

Assets Under Management

$4.7B

Total AUM

Donut chart: Discretionary 2.7B, Non-Discretionary 2.0B
Category	Value
Discretionary	2.7B
Non-Discretionary	2.0B

Adviser Information

Field	Value
CRD Number	147253
SEC Number	801-69216
Street Address	255 EAST FIFTH ST.
Street Address 2	SUITE 3000
Location	CINCINNATI, OH 45202
Country	United States
Phone	513-871-5500
Fax	513-871-0328
Total Employees	31

Client Count by Type (489 Total)

Horizontal bar chart: High Net Worth Individual… 430, Individuals (other than H… 48, Pooled Investment Vehicle… 4, Charitable Organizations 4, Corporations/Businesses 2, Pension/Profit Sharing Pl… 1
Category	Value
High Net Worth Individual…	430
Individuals (other than H…	48
Pooled Investment Vehicle…	4
Charitable Organizations	4
Corporations/Businesses	2
Pension/Profit Sharing Pl…	1