Firms by city
Registered investment advisers in Montgomery, OH
One SEC-registered adviser headquartered in Montgomery, listed by regulatory assets under management as reported on Form ADV.
1 firm listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Constellation InvestmentsCRD 107528 | Montgomery, OH | $31.48B | 8 | 14 |
Constellation InvestmentsCRD 107528$31.48B
- Headquarters
- Montgomery, OH
- Advisory staff
- 8
- Clients
- 14
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Montgomery on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Ohio.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.