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CONSTELLATION ASSET MANAGEMENT, INC.

FAYETTEVILLE, NY · CRD 125704 · IAPD ↗ · constellationassetmanagement.com · 315 396-8335

$79.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2025 — CONSTELLATION ASSET MANAGEMENT, INC. reported RAUM up 27% ($56.4M -> $71.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.