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. FINTRX classifies the firm as "Unclassified." Ownership is reported as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser. It is also not listed as a pension consultant or a related adviser. The firm has not provided descriptive material about its advisory activities, investment preferences, client segments, fee structure, or business operations, and there is no information on external affiliations or industry activities in the provided data.

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

    Founder and CEOCRD 4885868

Contacts

2 of 2
  • WILLIAM RANKEL

    FinOpCRD 2074785

  • 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