Back to top

Constellation Wealth Advisors LLC

Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
IQ Merger Arbitrage ETF $281,000

    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