Constellation

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Manvel, Texas
CRD number
311178
Registered since
September 17, 2021

Firm profile

FINTRX

Overview

Constellation is organized as a limited liability company and registered with the SEC in 2021. The firm identifies ownership as a combination of a domestic entity and an individual and is listed as an "Unclassified" adviser in the dataset. Constellation does not present itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset supplied limited descriptive detail about Constellation's business lines. Items such as client segments, fee schedules, specific advisory activities and broader business operations were not provided in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Divyesh Bhakta

    Divyesh Bhakta

    Founder and CEOCRD 4885868

Contacts

2 of 2
  • William Rankel

    William Rankel

    FinOpCRD 2074785

  • Oliver Esslinger

    Oliver Esslinger

    Founding MemberCRD 7163608

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Manvel, TX

Brazoria

Location

Manvel, TX

Headquartered in Manvel, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Brazoria
Address
4930 Olive Province Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth