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Constellation Wealth Advisors LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on July 1, 2016
    • $6.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 5K
      Accounts
    • $1.4M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

0

There are no advisors from this firm to display at this time.

Leadership

Ownership

There is no ownership data available to display at this time.

Executives and Control Persons

Name Title Tenure Date % Ownership
Sam Katzman Chief Investment Officer January, 2008 less than 5%
Robert Michael Gorczakowski Cfo And Finop July, 2009 less than 5%
Paul Eric Tramontano Co-Ceo January, 2008 less than 5%
Jon Michael Goldstein Co-Ceo February, 2011 less than 5%
Robert Michael Gorczakowski Chief Compliance Officer January, 2015 less than 5%
    Source: SEC

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Fixed Fees
    • Commissions
    • (6) Performance-Based Fees