Constellation Wealth Advisors

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

255 E 5th St Ste 3000, Cincinnati, Ohio,...

Phone Number

(513) 871-5500

Revenue

$5.8 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
1
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About Constellation Wealth Advisors

Constellation Wealth Advisors offers a curated experience of financial advisors, focusing on wealth management and private single-family office services. They cater to business owners, executives, and individuals with legacy wealth, aiming to help clients navigate their financial journeys. The firm emphasizes a personalized approach to managing wealth, ensuring clients can focus on their passions while building a lasting legacy. Recognized as one of the best financial advisory firms, they are dedicated to providing exceptional service and expertise.Explore more
Constellation Wealth Advisors's Social MediaPopular SearchesConstellation Wealth AdvisorsConstellation Wealth Advisors LLCConstellation Institutional PortfoliosSIC Code 62,628NAICS Code 52,523Show more

Constellation Wealth Advisors Org Chart

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Chief Compliance Officer

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Portfolio Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Constellation Wealth Advi...

$5.8M
11-50
Private
-
2006
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
$6.1M
1-10
Private
-
2006
$6.1M
11-50
Private
-
2005
<$5M
1-10
Private
<$5M
2011
ML
McKayla LanghillRelationship Manager
<$5M
11-50
Private
-
2015
TS
Timothy SmithCEO & Founder
<$5M
1-10
Private
-
-
MH
Michael HolligerManaging Partner, Private Wealth Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Constellation Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Constellation Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Constellation Wealth Advisors.

Constellation Wealth Advisors Tech Stack

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Constellation Wealth Advisors News & Media

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Frequently Asked Questions Regarding Constellation Wealth Advisors

What is Constellation Wealth Advisors's official website?
Constellation Wealth Advisors's official website is www.constellation-wealth.com
What is Constellation Wealth Advisors's Revenue?
Constellation Wealth Advisors's revenue is $5.8 Million
What is Constellation Wealth Advisors's SIC code?
Constellation Wealth Advisors's SIC: 62,628
What is Constellation Wealth Advisors's NAICS code?
Constellation Wealth Advisors's NAICS: 52,523
How many employees does Constellation Wealth Advisors have?
Constellation Wealth Advisors has 11-50 employees
What industry does Constellation Wealth Advisors belong to?
Constellation Wealth Advisors is in the industry of: Finance, Securities Trading
What is Constellation Wealth Advisors competition?
Constellation Wealth Advisors top competitors include: Antaeus Wealth Advisors, Arque Capital, Holliger Financial Consultants, Greenwood Capital Associates
What technology does Constellation Wealth Advisors use?
Some of the popular technologies that Constellation Wealth Advisors uses are: WordPress.org, PHP, Proofpoint, Adobe Typekit
How do I contact Constellation Wealth Advisors?
Constellation Wealth Advisors contact info: Phone number: (513) 871-5500 Website: www.constellation-wealth.com
What does Constellation Wealth Advisors do?

Constellation Wealth Advisors offers a curated experience of financial advisors, focusing on wealth management and private single-family office services. They cater to business owners, executives, and individuals with legacy wealth, aiming to help clients navigate their financial journeys. The firm emphasizes a personalized approach to managing wea... lth, ensuring clients can focus on their passions while building a lasting legacy. Recognized as one of the best financial advisory firms, they are dedicated to providing exceptional service and expertise.Read More

What are Constellation Wealth Advisors social media links?
Constellation Wealth Advisors Linkedin page
Is Constellation Wealth Advisors a public company?
Constellation Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Constellation Wealth Advisors

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