CRD: 125704
Constellation Asset Management, Inc.
$79.3M Total AUM
$79.3M Disc. AUM
16.6% 3Y CAGR
1 Employees
64 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Stifel
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-07-2018
- Office Locations
- 1
Office Locations
7030 E. Genesee Street Suite 211 Fayetteville NY
About Constellation Asset Management, Inc.
Constellation Asset Management, Inc. is a Fayetteville-based RIA. The firm has been operating for 8 years. Managing $79.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Stifel. Services offered include Asset Management, Financial Planning, Portfolio Construction.
Team overview
63 AVG AGE
$79.3M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Legacy Focus
Client Personas
Foundation timber
Investment Vehicles
Capital
Services
Wave Vertex fusion Ridge Wave crest
Owner & Executives
CHRISTOPHER HOWARD DEVOE
Chief Compliance Officer, President, Treasurer
- CRD
- #2087220
- Ownership
- 75% or more
(850) 514-3831
quantum.wave@signalcapital.com
in linkedin.com/in/bridge-insight
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,293,570 | $469,193 |
| Non-Discretionary | $0 | -- |
| Total | $79,293,570 | $469,193 |
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Separately Managed Accounts
Total SMA Asset: $79,293,570
Equity - Exchange:
19.2% Cash:
29.1% Public Funds:
22.3% Municipal Bonds:
11.0% Corporate - Investment Grade:
18.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $944,311,798 | 19.2% |
| Cash | $1,431,222,569 | 29.1% |
| Public Funds | $1,096,778,807 | 22.3% |
| Municipal Bonds | $541,011,968 | 11.0% |
| Corporate - Investment Grade | $904,965,473 | 18.4% |
| Total | $4,918,290,615 | 100.0% |