SEC Form ADV · CIK 1845531

CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT

Firm profile: Constitution Investment Advisory And Portfolio Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCT

$241.3M

Assets Under Management

268

Total Clients

Employees

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Registration Details

CIK: 1845531
Accession: CRD-310378
Location: SHELTON, CT
Filing Date: February 6, 2026
AUM: $241.3M
Total Clients: 268
Employees: 6
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

About this Adviser

CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT is a registered investment adviser headquartered in SHELTON, CT, managing approximately $241.3M in assets across 268 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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