LP Profile

Constitution Investment Advisory And Portfolio Management

Also known as constitution investment advisory and portfolio

Wealth ManagerShelton, United StatesFounded 2007
$241M
Assets Under Management
Shelton
Headquarters
Investment Focus

About Constitution Investment Advisory And Portfolio Management

Constitution Investment Advisory & Portfolio Management is an independent registered investment advisory firm based in Shelton, Connecticut, founded in 2007. It manages about $241 million and focuses on helping investors turn retirement savings into a long-term income strategy. Portfolios are built around established companies in sectors such as technology, health care, consumer products and utilities and energy. Where appropriate, the firm adds a covered-call options program intended to generate income with lower volatility than the broader market. Clients include individuals rolling over a 401(k) or preparing for retirement.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Constitution Investment Advisory And Portfolio Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$241.3M
Total Clients
268
Filing Date
February 6, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Constitution Investment Advisory And Portfolio Management?

Constitution Investment Advisory And Portfolio Management is a wealth manager based in Shelton, United States, managing approximately $241M in assets.

Where is Constitution Investment Advisory And Portfolio Management headquartered?

Constitution Investment Advisory And Portfolio Management is headquartered in Shelton, United States.

How much does Constitution Investment Advisory And Portfolio Management manage?

Constitution Investment Advisory And Portfolio Management manages approximately $241M in assets under management.

When was Constitution Investment Advisory And Portfolio Management founded?

Constitution Investment Advisory And Portfolio Management was founded in 2007.

How can I contact Constitution Investment Advisory And Portfolio Management?

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