Constitution Investment Advisory And Portfolio Management
Constitution Investment Advisory And Portfolio Management is an SEC-registered wealth manager in Shelton, CT with $241.3M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Constitution Investment Advisory And Portfolio Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310378, SEC 801-119493, data through 2026-02-06.
- AUM (assets under management / regulatory AUM)
- $241.3M (2026-02-06)
- Firm type
- Wealth Manager
- Location
- Shelton, CT
- Employees
- 6
- Clients
- 180
- CRD
- 310378
- Ownership
- BAVEDAS, ANTHONY, JOHN; BAVEDAS, GREGORY, JOHN; WINN, CHRISTOPHER, EDWARD; RIA VENTURES, LLC
How much AUM does Constitution Investment Advisory And Portfolio Management have?
Constitution Investment Advisory And Portfolio Management reported $241.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-06).
Who owns Constitution Investment Advisory And Portfolio Management?
Disclosed owners and executives of Constitution Investment Advisory And Portfolio Management include BAVEDAS, ANTHONY, JOHN, BAVEDAS, GREGORY, JOHN, WINN, CHRISTOPHER, EDWARD, RIA VENTURES, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.